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Plante Moran Financial Advisors’s Kite Realty KRG Stock Holding History

Plante Moran Financial 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
Q1 		$31.5K Hold
1,284
– – ﹤0.01% 372
2025
Q4 		$30.8K Hold
1,284
– – ﹤0.01% 384
2025
Q3 		$28.6K Hold
1,284
– – ﹤0.01% 420
2025
Q2 		$29.1K Hold
1,284
– – ﹤0.01% 430
2025
Q1 		$28.7K Hold
1,284
– – ﹤0.01% 429
2024
Q4 		$32.4K Hold
1,284
– – ﹤0.01% 417
2024
Q3 		$34.1K Hold
1,284
– – ﹤0.01% 438
2024
Q2 		$28.7K Hold
1,284
– – ﹤0.01% 422
2024
Q1 		$27.8K Hold
1,284
– – ﹤0.01% 448
2023
Q4 		$29.4K Hold
1,284
– – ﹤0.01% 392
2023
Q3 		$27.5K Hold
1,284
– – ﹤0.01% 381
2023
Q2 		$28.7K Hold
1,284
– – ﹤0.01% 380
2023
Q1 		$26.9K Hold
1,284
– – ﹤0.01% 393
2022
Q4 		$27K Hold
1,284
– – ﹤0.01% 404
2022
Q3 		$22K Hold
1,284
– – ﹤0.01% 443
2022
Q2 		$22K Hold
1,284
– – ﹤0.01% 449
2022
Q1 		$29K Hold
1,284
– – 0.01% 420
2021
Q4 		$28K Buy
+1,284
New +$27.5K ﹤0.01% 482
2016
Q1 		– Sell
-225
Closed -$6K – 957
2015
Q4 		$6K Buy
+225
New +$5.84K ﹤0.01% 681

Other funds holding KRG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Plante Moran Financial Advisors's KRG Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Kite Realty (KRG) position steady in Q1 2026 at 1,284 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Plante Moran Financial Advisors first reported a position in KRG in Q4 2015 and has held it in 19 quarters since. The position peaked at $34.1K in Q3 2024. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Plante Moran Financial Advisors held 1,284 shares of Kite Realty worth $31.5K as of Q1 2026.
  • Plante Moran Financial Advisors left its Kite Realty share count unchanged in Q1 2026.
  • Kite Realty made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #372 holding.
  • Plante Moran Financial Advisors first reported a position in Kite Realty in Q4 2015 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's Kite Realty position peaked at $34.1K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.