SVB Wealth’s Kite Realty KRG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-276	Closed	-$6.17K	–	1105
2025 Q1	$6.17K	Buy	+276	New	+$6.31K	﹤0.01%	983

Other funds holding KRG

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

BlackRock New York $5.72T AUM 30.48% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

SVB Wealth's KRG Position: Q2 2025 in Review

SVB Wealth sold out of Kite Realty (KRG) in Q2 2025, closing a stake of 276 shares — an estimated $6.17K sold.

SVB Wealth first reported a position in KRG in Q1 2025 and held it in 1 quarter. The position peaked at $6.17K in Q1 2025. 349 funds tracked by Wall St. Rank hold KRG as of Q2 2025.

SVB Wealth reported no remaining Kite Realty position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 276 Kite Realty shares in Q2 2025, an estimated $6.17K.
SVB Wealth first reported a position in Kite Realty in Q1 2025 and held it in 1 quarter.
SVB Wealth's Kite Realty position peaked at $6.17K in Q1 2025.
349 funds tracked by Wall St. Rank held Kite Realty as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.