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Rothschild Investment LLC’s Kite Realty KRG Stock Holding History

Rothschild Investment LLC’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 		$122K Buy
4,312
+3,803
+747% +$102K ﹤0.01% 988
2026
Q1 		$12.5K Buy
509
+87
+21% +$2.14K ﹤0.01% 1601
2025
Q4 		$10.1K Buy
422
+75
+22% +$1.7K ﹤0.01% 1569
2025
Q3 		$7.74K Sell
347
-53
-13% -$1.18K ﹤0.01% 1536
2025
Q2 		$9.06K Buy
400
+80
+25% +$1.76K ﹤0.01% 1252
2025
Q1 		$7.16K Buy
320
+75
+31% +$1.72K ﹤0.01% 1280
2024
Q4 		$6.18K Buy
245
+20
+9% +$526 ﹤0.01% 1278
2024
Q3 		$5.98K Buy
225
+115
+105% +$2.85K ﹤0.01% 1236
2024
Q2 		$2.46K Buy
110
+90
+450% +$1.92K ﹤0.01% 1332
2024
Q1 		$434 Buy
+20
New +$430 ﹤0.01% 1406

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's KRG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Kite Realty (KRG) stake by 747% in Q2 2026, buying an estimated $102K and bringing the position to 4,312 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Rothschild Investment LLC first reported a position in KRG in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Rothschild Investment LLC held 4,312 shares of Kite Realty worth $122K as of Q2 2026.
  • Rothschild Investment LLC bought 3,803 Kite Realty shares in Q2 2026, an estimated $102K.
  • Kite Realty made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #988 holding.
  • Rothschild Investment LLC first reported a position in Kite Realty in Q1 2024 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.