Stephens Consulting’s Kite Realty KRG Stock Holding History

Stephens Consulting’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
2025 Q4	$15.4K	Buy	+644	New	+$14.6K	0.01%	216
2025 Q2	–	Sell	-60	Closed	-$1.34K	–	1605
2025 Q1	$1.34K	Buy	+60	New	+$1.37K	﹤0.01%	536
2024 Q3	–	Sell	-111	Closed	-$2.48K	–	591
2024 Q2	$2.48K	Buy	+111	New	+$2.37K	﹤0.01%	491

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CIM

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stephens Consulting's KRG Position: Q4 2025 in Review

Stephens Consulting opened a new position in Kite Realty (KRG) in Q4 2025: 644 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in KRG as recently as Q1 2025.

Stephens Consulting first reported a position in KRG in Q2 2024 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.

Stephens Consulting held 644 shares of Kite Realty worth $15.4K as of Q4 2025.
Kite Realty was a new Stephens Consulting position in Q4 2025.
Kite Realty made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #216 holding.
Stephens Consulting first reported a position in Kite Realty in Q2 2024 and has held it in 3 quarters since.
363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.