Shelton Capital Management’s Kite Realty KRG Stock Holding History

Shelton Capital Management’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
2025 Q1	–	Sell	-8,754	Closed	-$221K	–	732
2024 Q4	$221K	Hold	8,754	–	–	0.01%	650
2024 Q3	$233K	Buy	+8,754	New	+$217K	0.01%	642
2024 Q2	–	Sell	-9,456	Closed	-$205K	–	749
2024 Q1	$205K	Hold	9,456	–	–	0.01%	710
2023 Q4	$216K	Sell	9,456 -727	-7%	-$15.5K	0.01%	662
2023 Q3	$218K	Sell	10,183 -823	-7%	-$18.6K	0.01%	617
2023 Q2	$246K	Hold	11,006	–	–	0.01%	596
2023 Q1	$230K	Sell	11,006 -567	-5%	-$11.9K	0.01%	613
2022 Q4	$244K	Hold	11,573	–	–	0.03%	541
2022 Q3	$199K	Hold	11,573	–	–	0.01%	651
2022 Q2	$200K	Hold	11,573	–	–	0.01%	680
2022 Q1	$264K	Hold	11,573	–	–	0.01%	633
2021 Q4	$252K	Buy	+11,573	New	+$248K	0.01%	660
2014 Q3	–	Sell	-2,611	Closed	-$64K	–	775
2014 Q2	$64K	Buy	+2,611	New	+$63.8K	0.01%	795

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shelton Capital Management's KRG Position: Q1 2025 in Review

Shelton Capital Management sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 8,754 shares — an estimated $221K sold.

Shelton Capital Management first reported a position in KRG in Q2 2014 and held it in 13 quarters. The position peaked at $264K in Q1 2022. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

Shelton Capital Management reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
Shelton Capital Management sold 8,754 Kite Realty shares in Q1 2025, an estimated $221K.
Shelton Capital Management first reported a position in Kite Realty in Q2 2014 and held it in 13 quarters.
Shelton Capital Management's Kite Realty position peaked at $264K in Q1 2022.
359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.