SHP Wealth Management’s Kite Realty KRG Stock Holding History

SHP Wealth 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
2026 Q1	$2.58K	Buy	+105	New	+$2.59K	﹤0.01%	1225

Other funds holding KRG

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

SHP Wealth Management's KRG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Kite Realty (KRG) in Q1 2026: 105 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings.

373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

SHP Wealth Management held 105 shares of Kite Realty worth $2.58K as of Q1 2026.
Kite Realty was a new SHP Wealth Management position in Q1 2026.
Kite Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1225 holding.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.