Pinnacle Wealth Planning Services’s Kite Realty KRG Stock Holding History

Pinnacle Wealth Planning Services’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	$5.57K	Buy	227 +11	+5%	+$271	﹤0.01%	2229
2025 Q4	$5.18K	Buy	+216	New	+$4.9K	﹤0.01%	2269
2021 Q1	–	Sell	-198	Closed	-$3K	–	1201
2020 Q4	$3K	Buy	+198	New	+$2.63K	﹤0.01%	1829

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's KRG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Kite Realty (KRG) stake by 5.1% in Q1 2026, buying an estimated $271 and bringing the position to 227 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Pinnacle Wealth Planning Services first reported a position in KRG in Q4 2020 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

Pinnacle Wealth Planning Services held 227 shares of Kite Realty worth $5.57K as of Q1 2026.
Pinnacle Wealth Planning Services bought 11 Kite Realty shares in Q1 2026, an estimated $271.
Kite Realty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2229 holding.
Pinnacle Wealth Planning Services first reported a position in Kite Realty in Q4 2020 and has held it in 3 quarters since.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.