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SageView Advisory Group’s Kite Realty KRG Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-2,731
Closed -$65.5K – 1592
2025
Q4 		$65.5K Buy
+2,731
New +$62K ﹤0.01% 970
2024
Q2 		– Sell
-2,413
Closed -$312K – 637
2024
Q1 		$312K Buy
+2,413
New +$51.9K 0.02% 403

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's KRG Position: Q1 2026 in Review

SageView Advisory Group sold out of Kite Realty (KRG) in Q1 2026, closing a stake of 2,731 shares — an estimated $65.5K sold.

SageView Advisory Group first reported a position in KRG in Q1 2024 and held it in 2 quarters. The position peaked at $312K in Q1 2024. 374 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • SageView Advisory Group reported no remaining Kite Realty position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,731 Kite Realty shares in Q1 2026, an estimated $65.5K.
  • SageView Advisory Group first reported a position in Kite Realty in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Kite Realty position peaked at $312K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.