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Smallwood Wealth Investment Management’s Kite Realty KRG Stock Holding History

Smallwood Wealth Investment 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 		$49.6K Hold
1,748
– – 0.02% 191
2026
Q1 		$42.9K Hold
1,748
– – 0.02% 192
2025
Q4 		$41.9K Hold
1,748
– – 0.02% 189
2025
Q3 		$39K Buy
1,748
+641
+58% +$14.3K 0.02% 202
2025
Q2 		$25.1K Hold
1,107
– – 0.01% 230
2025
Q1 		$24.8K Buy
+1,107
New +$25.3K 0.02% 228

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smallwood Wealth Investment Management's KRG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Kite Realty (KRG) position steady in Q2 2026 at 1,748 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #191.

Smallwood Wealth Investment Management first reported a position in KRG in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,748 shares of Kite Realty worth $49.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #191 holding.
  • Smallwood Wealth Investment Management first reported a position in Kite Realty in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.