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 Q2	$960K	Buy	33,814 +151	+0.4%	+$4.06K	0.01%	750
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 $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer Asset Management's KRG Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Kite Realty (KRG) stake by 0.45% in Q2 2026, buying an estimated $4.06K and bringing the position to 33,814 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #750.

Oppenheimer Asset Management first reported a position in KRG in Q1 2017 and has held it in 10 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Oppenheimer Asset Management held 33,814 shares of Kite Realty worth $960K as of Q2 2026.
Oppenheimer Asset Management bought 151 Kite Realty shares in Q2 2026, an estimated $4.06K.
Kite Realty made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #750 holding.
Oppenheimer Asset Management first reported a position in Kite Realty in Q1 2017 and has held it in 10 quarters since.
402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.