Root Financial Partners
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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
Q3 		$26.1K Buy
+1,069
New +$28.9K ﹤0.01% 1411
2026
Q2 		– Sell
-601
Closed -$14.8K – 1909
2026
Q1 		$14.8K Buy
+601
New +$14.8K ﹤0.01% 1491

Other funds holding KRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's KRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kite Realty (KRG) in Q3 2026: 1,069 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KRG as recently as Q1 2026.

Root Financial Partners first reported a position in KRG in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • Root Financial Partners held 1,069 shares of Kite Realty worth $26.1K as of Q3 2026.
  • Kite Realty was a new Root Financial Partners position in Q3 2026.
  • Kite Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1411 holding.
  • Root Financial Partners first reported a position in Kite Realty in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.