Next Level Wealth Planning’s Kite Realty KRG Stock Holding History

Next Level Wealth Planning’s Portfolio KRG Stock Details KRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.1K	Buy	+250	New	+$6.75K	﹤0.01%	369

Other funds holding KRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Next Level Wealth Planning's KRG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Kite Realty (KRG) in Q3 2026: 250 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

174 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

Next Level Wealth Planning held 250 shares of Kite Realty worth $6.1K as of Q3 2026.
Kite Realty was a new Next Level Wealth Planning position in Q3 2026.
Kite Realty made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #369 holding.
174 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.