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Opal Wealth Advisors’s Kite Realty KRG Stock Holding History

Opal Wealth 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
2026
Q2 		– Sell
-1,290
Closed -$31.7K – 417
2026
Q1 		$31.7K Buy
+1,290
New +$31.8K 0.01% 486
2025
Q3 		– Sell
-1,222
Closed -$27.7K – 383
2025
Q2 		$27.7K Buy
1,222
+100
+9% +$2.2K 0.01% 494
2025
Q1 		$25.1K Buy
+1,122
New +$25.7K 0.01% 483
2024
Q3 		– Sell
-1,075
Closed -$24.1K – 724
2024
Q2 		$24.1K Buy
+1,075
New +$22.9K 0.01% 467

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Opal Wealth Advisors's KRG Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Kite Realty (KRG) in Q2 2026, closing a stake of 1,290 shares — an estimated $31.7K sold.

Opal Wealth Advisors first reported a position in KRG in Q2 2024 and held it in 4 quarters. The position peaked at $31.7K in Q1 2026. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Kite Realty position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,290 Kite Realty shares in Q2 2026, an estimated $31.7K.
  • Opal Wealth Advisors first reported a position in Kite Realty in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Kite Realty position peaked at $31.7K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.