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Summit Securities Group’s Kite Realty KRG Stock Holding History

Summit Securities Group’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 		$216K Buy
+7,600
New +$204K 0.02% 266
2022
Q4 		– Sell
-1
Closed – – 1263
2022
Q3 		$0 Buy
+1
New +$19 ﹤0.01% 1051

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

Summit Securities Group's KRG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Kite Realty (KRG) in Q2 2026: 7,600 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in KRG as recently as Q3 2022.

Summit Securities Group first reported a position in KRG in Q3 2022 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Summit Securities Group held 7,600 shares of Kite Realty worth $216K as of Q2 2026.
  • Kite Realty was a new Summit Securities Group position in Q2 2026.
  • Kite Realty made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #266 holding.
  • Summit Securities Group first reported a position in Kite Realty in Q3 2022 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.