Oak Family Advisors’s Kite Realty KRG Stock Holding History

Oak Family Advisors’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
2025 Q1	–	Sell	-73,945	Closed	-$1.87M	–	126
2024 Q4	$1.87M	Buy	+73,945	New	+$1.95M	0.68%	45

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Family Advisors's KRG Position: Q1 2025 in Review

Oak Family Advisors sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 73,945 shares — an estimated $1.87M sold.

Oak Family Advisors first reported a position in KRG in Q4 2024 and held it in 1 quarter. The position peaked at $1.87M in Q4 2024. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

Oak Family Advisors reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 73,945 Kite Realty shares in Q1 2025, an estimated $1.87M.
Oak Family Advisors first reported a position in Kite Realty in Q4 2024 and held it in 1 quarter.
Oak Family Advisors's Kite Realty position peaked at $1.87M in Q4 2024.
359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.