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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
Q2 		$6.44K Hold
227
– – ﹤0.01% 2229
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's KRG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Kite Realty (KRG) position steady in Q2 2026 at 227 shares worth $6.44K. 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 4 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 227 shares of Kite Realty worth $6.44K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2229 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kite Realty in Q4 2020 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.