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Root Financial Partners’s Kite Realty KRG Stock Holding History

Root Financial Partners’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 		– Sell
-601
Closed -$14.8K – 1909
2026
Q1 		$14.8K Buy
+601
New +$14.8K ﹤0.01% 1491

Other funds holding KRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Root Financial Partners's KRG Position: Q2 2026 in Review

Root Financial Partners sold out of Kite Realty (KRG) in Q2 2026, closing a stake of 601 shares — an estimated $14.8K sold.

Root Financial Partners first reported a position in KRG in Q1 2026 and held it in 1 quarter. The position peaked at $14.8K in Q1 2026. 108 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Root Financial Partners reported no remaining Kite Realty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 601 Kite Realty shares in Q2 2026, an estimated $14.8K.
  • Root Financial Partners first reported a position in Kite Realty in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Kite Realty position peaked at $14.8K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.