Oppenheimer Asset Management’s Kite Realty KRG Stock Holding History

Oppenheimer Asset Management’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 Q1	$826K	Sell	33,663 -353	-1%	-$8.7K	0.01%	768
2025 Q4	$815K	Buy	34,016 +11,554	+51%	+$262K	0.01%	723
2025 Q3	$501K	Sell	22,462 -230	-1%	-$5.13K	0.01%	902
2025 Q2	$514K	Buy	+22,692	New	+$500K	0.01%	876
2018 Q2	–	Sell	-11,954	Closed	-$182K	–	1163
2018 Q1	$182K	Sell	11,954 -2,703	-18%	-$43.7K	﹤0.01%	1062
2017 Q4	$297K	Hold	14,657	–	–	0.01%	934
2017 Q3	$297K	Buy	14,657 +821	+6%	+$16.5K	0.01%	938
2017 Q2	$262K	Sell	13,836 -257	-2%	-$5.04K	0.01%	957
2017 Q1	$303K	Buy	+14,093	New	+$320K	0.01%	931

Other funds holding KRG

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIM

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Oppenheimer Asset Management's KRG Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Kite Realty (KRG) stake by 1% in Q1 2026, selling an estimated $8.7K and leaving 33,663 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #768.

Oppenheimer Asset Management first reported a position in KRG in Q1 2017 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

Oppenheimer Asset Management held 33,663 shares of Kite Realty worth $826K as of Q1 2026.
Oppenheimer Asset Management sold 353 Kite Realty shares in Q1 2026, an estimated $8.7K.
Kite Realty made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #768 holding.
Oppenheimer Asset Management first reported a position in Kite Realty in Q1 2017 and has held it in 9 quarters since.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.