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Private Wealth Management Group’s Kite Realty KRG Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-123
Closed -$2.75K – 1552
2025
Q1 		$2.75K Hold
123
– – ﹤0.01% 950
2024
Q4 		$3.1K Sell
123
-97
-44% -$2.55K ﹤0.01% 928
2024
Q3 		$5.84K Hold
220
– – ﹤0.01% 670
2024
Q2 		$4.92K Buy
+220
New +$4.69K ﹤0.01% 711

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's KRG Position: Q2 2025 in Review

Private Wealth Management Group sold out of Kite Realty (KRG) in Q2 2025, closing a stake of 123 shares — an estimated $2.75K sold.

Private Wealth Management Group first reported a position in KRG in Q2 2024 and held it in 4 quarters. The position peaked at $5.84K in Q3 2024. 349 funds tracked by Wall St. Rank hold KRG as of Q2 2025.

  • Private Wealth Management Group reported no remaining Kite Realty position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 123 Kite Realty shares in Q2 2025, an estimated $2.75K.
  • Private Wealth Management Group first reported a position in Kite Realty in Q2 2024 and held it in 4 quarters.
  • Private Wealth Management Group's Kite Realty position peaked at $5.84K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Kite Realty as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.