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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
Q2 		$965 Sell
34
-71
-68% -$1.91K ﹤0.01% 1601
2026
Q1 		$2.58K Buy
+105
New +$2.59K ﹤0.01% 1225

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 $3.38T AUM 44.17% 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
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SHP Wealth Management's KRG Position: Q2 2026 in Review

SHP Wealth Management reduced its Kite Realty (KRG) stake by 68% in Q2 2026, selling an estimated $1.91K and leaving 34 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

SHP Wealth Management first reported a position in KRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.58K in Q1 2026. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • SHP Wealth Management held 34 shares of Kite Realty worth $965 as of Q2 2026.
  • SHP Wealth Management sold 71 Kite Realty shares in Q2 2026, an estimated $1.91K.
  • Kite Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1601 holding.
  • SHP Wealth Management first reported a position in Kite Realty in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Kite Realty position peaked at $2.58K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.