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Strategic Wealth Partners’s Kite Realty KRG Stock Holding History

Strategic Wealth Partners’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 		$22.2K Hold
781
– – ﹤0.01% 721
2026
Q1 		$19.2K Hold
781
– – ﹤0.01% 715
2025
Q4 		$18.7K Buy
+781
New +$17.7K ﹤0.01% 715
2019
Q2 		– Sell
-4,976
Closed -$80K – 785
2019
Q1 		$80K Buy
+4,976
New +$78.8K 0.04% 198

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

Strategic Wealth Partners's KRG Position: Q2 2026 in Review

Strategic Wealth Partners held its Kite Realty (KRG) position steady in Q2 2026 at 781 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Strategic Wealth Partners first reported a position in KRG in Q1 2019 and has held it in 4 quarters since. The position peaked at $80K in Q1 2019. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Strategic Wealth Partners held 781 shares of Kite Realty worth $22.2K as of Q2 2026.
  • Strategic Wealth Partners left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #721 holding.
  • Strategic Wealth Partners first reported a position in Kite Realty in Q1 2019 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Kite Realty position peaked at $80K in Q1 2019.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.