Physician Wealth Advisors’s Kite Realty KRG Stock Holding History

Physician Wealth Advisors’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	$2.84K	Buy	100 +35	+54%	+$941	﹤0.01%	1357
2026 Q1	$1.6K	Hold	65	–	–	﹤0.01%	1451
2025 Q4	$1.56K	Hold	65	–	–	﹤0.01%	1398
2025 Q3	$1.45K	Buy	+65	New	+$1.45K	﹤0.01%	1364

Other funds holding KRG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Physician Wealth Advisors's KRG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Kite Realty (KRG) stake by 54% in Q2 2026, buying an estimated $941 and bringing the position to 100 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Physician Wealth Advisors first reported a position in KRG in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Physician Wealth Advisors held 100 shares of Kite Realty worth $2.84K as of Q2 2026.
Physician Wealth Advisors bought 35 Kite Realty shares in Q2 2026, an estimated $941.
Kite Realty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1357 holding.
Physician Wealth Advisors first reported a position in Kite Realty in Q3 2025 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.