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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return