Rise Advisors’s Kite Realty KRG Stock Holding History

Rise 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
2025 Q4	–	Sell	-819	Closed	-$18.3K	–	819
2025 Q3	$18.3K	Hold	819	–	–	0.01%	636
2025 Q2	$18.6K	Hold	819	–	–	0.01%	583
2025 Q1	$18.3K	Buy	+819	New	+$18.7K	0.01%	556

Other funds holding KRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's KRG Position: Q4 2025 in Review

Rise Advisors sold out of Kite Realty (KRG) in Q4 2025, closing a stake of 819 shares — an estimated $18.3K sold.

Rise Advisors first reported a position in KRG in Q1 2025 and held it in 3 quarters. The position peaked at $18.6K in Q2 2025. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.

Rise Advisors reported no remaining Kite Realty position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 819 Kite Realty shares in Q4 2025, an estimated $18.3K.
Rise Advisors first reported a position in Kite Realty in Q1 2025 and held it in 3 quarters.
Rise Advisors's Kite Realty position peaked at $18.6K in Q2 2025.
363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.