Sequoia Financial Advisors’s Kite Realty KRG Stock Holding History

Sequoia Financial 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
2026 Q2	$674K	Sell	23,757 -15,793	-40%	-$424K	﹤0.01%	1141
2026 Q1	$971K	Buy	39,550 +22,101	+127%	+$544K	0.01%	910
2025 Q4	$418K	Buy	17,449 +4,974	+40%	+$113K	﹤0.01%	1376
2025 Q3	$278K	Buy	+12,475	New	+$278K	﹤0.01%	1429
2024 Q1	–	Sell	-17,728	Closed	-$405K	–	1244
2023 Q4	$405K	Buy	+17,728	New	+$379K	0.01%	807
2022 Q1	–	Sell	-13,613	Closed	-$296K	–	692
2021 Q4	$296K	Buy	+13,613	New	+$291K	0.01%	445

Other funds holding KRG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Sequoia Financial Advisors's KRG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Kite Realty (KRG) stake by 40% in Q2 2026, selling an estimated $424K and leaving 23,757 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Sequoia Financial Advisors first reported a position in KRG in Q4 2021 and has held it in 6 quarters since. The position peaked at $971K in Q1 2026. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Sequoia Financial Advisors held 23,757 shares of Kite Realty worth $674K as of Q2 2026.
Sequoia Financial Advisors sold 15,793 Kite Realty shares in Q2 2026, an estimated $424K.
Kite Realty made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1141 holding.
Sequoia Financial Advisors first reported a position in Kite Realty in Q4 2021 and has held it in 6 quarters since.
Sequoia Financial Advisors's Kite Realty position peaked at $971K in Q1 2026.
402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.