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Steward Partners Investment Advisory’s Kite Realty KRG Stock Holding History

Steward Partners Investment Advisory’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 		$285K Sell
11,598
-24
-0.2% -$591 ﹤0.01% 1823
2025
Q4 		$279K Buy
11,622
+377
+3% +$8.56K ﹤0.01% 1752
2025
Q3 		$251K Sell
11,245
-327
-3% -$7.3K ﹤0.01% 1749
2025
Q2 		$262K Sell
11,572
-3,509
-23% -$77.3K ﹤0.01% 1624
2025
Q1 		$337K Buy
15,081
+3,017
+25% +$69K ﹤0.01% 1385
2024
Q4 		$304K Buy
12,064
+3,621
+43% +$95.2K ﹤0.01% 1402
2024
Q3 		$224K Hold
8,443
– – ﹤0.01% 1479
2024
Q2 		$189K Sell
8,443
-4,113
-33% -$87.6K ﹤0.01% 1475
2024
Q1 		$272K Hold
12,556
– – ﹤0.01% 1305
2023
Q4 		$287K Sell
12,556
-497
-4% -$10.6K ﹤0.01% 1234
2023
Q3 		$280K Buy
13,053
+510
+4% +$11.5K ﹤0.01% 1145
2023
Q2 		$280K Buy
12,543
+822
+7% +$16.9K ﹤0.01% 1149
2023
Q1 		$245K Sell
11,721
-151
-1% -$3.18K ﹤0.01% 1197
2022
Q4 		$250K Sell
11,872
-3,667
-24% -$74.8K ﹤0.01% 1152
2022
Q3 		$268K Buy
15,539
+8,057
+108% +$154K 0.01% 1080
2022
Q2 		$129K Buy
7,482
+2,326
+45% +$48.1K ﹤0.01% 1390
2022
Q1 		$117K Buy
5,156
+1,271
+33% +$27.7K ﹤0.01% 1542
2021
Q4 		$85K Buy
+3,885
New +$83.1K ﹤0.01% 1665

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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 $1.56T AUM 27.86% 1-Year Est. Return
NAMI
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

Steward Partners Investment Advisory's KRG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Kite Realty (KRG) stake by 0.21% in Q1 2026, selling an estimated $591 and leaving 11,598 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Steward Partners Investment Advisory first reported a position in KRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $337K in Q1 2025. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Steward Partners Investment Advisory held 11,598 shares of Kite Realty worth $285K as of Q1 2026.
  • Steward Partners Investment Advisory sold 24 Kite Realty shares in Q1 2026, an estimated $591.
  • Kite Realty made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1823 holding.
  • Steward Partners Investment Advisory first reported a position in Kite Realty in Q4 2021 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's Kite Realty position peaked at $337K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.