Pettee Investors’s Kite Realty KRG Stock Holding History

Pettee Investors’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	$1.43M	Hold	50,510	–	–	0.71%	39
2026 Q1	$1.32M	Hold	50,510	–	–	0.68%	42
2025 Q4	$1.21M	Hold	50,510	–	–	0.68%	42
2025 Q3	$1.13M	Hold	50,510	–	–	0.62%	50
2025 Q2	$1.14M	Hold	50,510	–	–	0.68%	46
2025 Q1	$1.13M	Hold	50,510	–	–	0.67%	47
2024 Q4	$1.27M	Hold	50,510	–	–	0.65%	51
2024 Q3	$1.34M	Hold	50,510	–	–	0.65%	52
2024 Q2	$1.13M	Hold	50,510	–	–	0.55%	63
2024 Q1	$1.1M	Hold	50,510	–	–	0.46%	66
2023 Q4	$1.15M	Buy	50,510 +24,260	+92%	+$518K	0.51%	61
2023 Q3	$562K	Hold	26,250	–	–	0.27%	85
2023 Q2	$586K	Hold	26,250	–	–	0.27%	86
2023 Q1	$549K	Buy	+26,250	New	+$553K	0.26%	87

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 $3.37T AUM 44.26% 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

Pettee Investors's KRG Position: Q2 2026 in Review

Pettee Investors held its Kite Realty (KRG) position steady in Q2 2026 at 50,510 shares worth $1.43M. The position accounts for 0.71% of the portfolio, ranked #39.

Pettee Investors first reported a position in KRG in Q1 2023 and has held it in 14 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Pettee Investors held 50,510 shares of Kite Realty worth $1.43M as of Q2 2026.
Pettee Investors left its Kite Realty share count unchanged in Q2 2026.
Kite Realty made up 0.71% of Pettee Investors's portfolio in Q2 2026, its #39 holding.
Pettee Investors first reported a position in Kite Realty in Q1 2023 and has held it in 14 quarters since.
402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.