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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
Q2 		$151K Buy
5,308
+274
+5% +$7.36K 0.03% 242
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
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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's KRG Position: Q2 2026 in Review

SOA Wealth Advisors increased its Kite Realty (KRG) stake by 5.4% in Q2 2026, buying an estimated $7.36K and bringing the position to 5,308 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #242.

SOA Wealth Advisors first reported a position in KRG in Q4 2021 and has held it in 19 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • SOA Wealth Advisors held 5,308 shares of Kite Realty worth $151K as of Q2 2026.
  • SOA Wealth Advisors bought 274 Kite Realty shares in Q2 2026, an estimated $7.36K.
  • Kite Realty made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • SOA Wealth Advisors first reported a position in Kite Realty in Q4 2021 and has held it in 19 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.