Phocas Financial Corp’s Kite Realty KRG Stock Holding History

Phocas Financial Corp’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	$5.28M	Sell	215,132 -60,107	-22%	-$1.48M	0.83%	60
2025 Q4	$6.6M	Sell	275,239 -642	-0.2%	-$14.6K	0.86%	51
2025 Q3	$6.15M	Buy	275,881 +5,628	+2%	+$126K	0.8%	56
2025 Q2	$6.12M	Buy	270,253 +40	+0%	+$881	0.88%	52
2025 Q1	$6.04M	Sell	270,213 -15,241	-5%	-$348K	0.93%	49
2024 Q4	$7.21M	Buy	285,454 +139,474	+96%	+$3.67M	0.96%	44
2024 Q3	$3.88K	Buy	+145,980	New	+$3.62M	0.01%	103
2019 Q3	–	Sell	-1,437	Closed	-$22K	–	259
2019 Q2	$22K	Buy	+1,437	New	+$22.7K	﹤0.01%	313
2016 Q3	–	Sell	-324,465	Closed	-$9.1M	–	251
2016 Q2	$9.1M	Buy	324,465 +18,828	+6%	+$515K	0.66%	46
2016 Q1	$8.47M	Sell	305,637 -12,140	-4%	-$322K	0.65%	41
2015 Q4	$8.24M	Buy	317,777 +20,454	+7%	+$531K	0.65%	51
2015 Q3	$7.08M	Buy	297,323 +19,798	+7%	+$495K	0.6%	65
2015 Q2	$6.79M	Sell	277,525 -8,980	-3%	-$242K	0.55%	75
2015 Q1	$8.07M	Buy	+286,505	New	+$8.31M	0.64%	56
2014 Q4	–	Hold	0	–	–	–	67

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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