SOA Wealth Advisors’s Kite Realty KRG Stock Holding History

SOA Wealth 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 Q1	$124K	Buy	5,034 +55	+1%	+$1.35K	0.02%	250
2025 Q4	$119K	Buy	4,979 +54	+1%	+$1.23K	0.02%	263
2025 Q3	$110K	Buy	4,925 +52	+1%	+$1.16K	0.02%	280
2025 Q2	$110K	Buy	4,873 +56	+1%	+$1.23K	0.02%	267
2025 Q1	$108K	Buy	4,817 +50	+1%	+$1.14K	0.02%	254
2024 Q4	$120K	Buy	4,767 +41	+0.9%	+$1.08K	0.02%	237
2024 Q3	$126K	Buy	4,726 +44	+0.9%	+$1.09K	0.02%	228
2024 Q2	$105K	Buy	4,682 +51	+1%	+$1.09K	0.02%	244
2024 Q1	$100K	Buy	4,631 +46	+1%	+$990	0.02%	244
2023 Q4	$105K	Buy	4,585 +47	+1%	+$1K	0.02%	232
2023 Q3	$97.2K	Buy	4,538 +41	+0.9%	+$928	0.02%	228
2023 Q2	$100K	Buy	4,497 +46	+1%	+$948	0.02%	233
2023 Q1	$93.1K	Buy	4,451 +44	+1%	+$926	0.02%	230
2022 Q4	$92.8K	Buy	4,407 +48	+1%	+$979	0.03%	229
2022 Q3	$75K	Buy	4,359 +44	+1%	+$843	0.02%	226
2022 Q2	$74K	Buy	4,315 +33	+0.8%	+$682	0.02%	229
2022 Q1	$97K	Buy	4,282 +32	+0.8%	+$697	0.02%	231
2021 Q4	$92K	Buy	+4,250	New	+$90.9K	0.02%	226

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fuller & Thaler Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management

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