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Spire Wealth Management’s Kite Realty KRG Stock Holding History

Spire 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 		$29.4K Hold
1,035
– – ﹤0.01% 1321
2026
Q1 		$25.4K Hold
1,035
– – ﹤0.01% 1351
2025
Q4 		$24.8K Hold
1,035
– – ﹤0.01% 1404
2025
Q3 		$23.1K Hold
1,035
– – ﹤0.01% 1486
2025
Q2 		$23.4K Hold
1,035
– – ﹤0.01% 1456
2025
Q1 		$23.2K Hold
1,035
– – ﹤0.01% 1559
2024
Q4 		$26.1K Hold
1,035
– – ﹤0.01% 1530
2024
Q3 		$27.5K Hold
1,035
– – ﹤0.01% 1337
2024
Q2 		$23.2K Buy
1,035
+10
+1% +$213 ﹤0.01% 1393
2024
Q1 		$22.2K Hold
1,025
– – ﹤0.01% 1483
2023
Q4 		$22.1K Hold
1,025
– – ﹤0.01% 1495
2023
Q3 		$22K Hold
1,025
– – ﹤0.01% 1466
2023
Q2 		$22.9K Hold
1,025
– – ﹤0.01% 1541
2023
Q1 		$21.4K Hold
1,025
– – ﹤0.01% 1587
2022
Q4 		$22K Buy
1,025
+765
+294% +$15.6K ﹤0.01% 1334
2022
Q3 		$4K Sell
260
-765
-75% -$14.7K ﹤0.01% 1799
2022
Q2 		$18K Buy
1,025
+260
+34% +$5.37K ﹤0.01% 1717
2022
Q1 		$17K Hold
765
– – ﹤0.01% 1875
2021
Q4 		$17K Buy
765
+713
+1,371% +$15.3K ﹤0.01% 2178
2021
Q3 		$1K Hold
52
– – ﹤0.01% 2532
2021
Q2 		$1K Buy
+52
New +$1.09K ﹤0.01% 2538

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

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

Spire Wealth Management held its Kite Realty (KRG) position steady in Q2 2026 at 1,035 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Spire Wealth Management first reported a position in KRG in Q2 2021 and has held it in 21 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Spire Wealth Management held 1,035 shares of Kite Realty worth $29.4K as of Q2 2026.
  • Spire Wealth Management left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1321 holding.
  • Spire Wealth Management first reported a position in Kite Realty in Q2 2021 and has held it in 21 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.