TD Private Client Wealth’s Kite Realty KRG Stock Holding History

TD Private Client 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
2026 Q1	$3.41K	Buy	139 +5	+4%	+$123	﹤0.01%	1218
2025 Q4	$3.21K	Buy	134 +11	+9%	+$250	﹤0.01%	1213
2025 Q3	$2.74K	Hold	123	–	–	﹤0.01%	1212
2025 Q2	$2.79K	Hold	123	–	–	﹤0.01%	1183
2025 Q1	$2.75K	Hold	123	–	–	﹤0.01%	1152
2024 Q4	$3.1K	Hold	123	–	–	﹤0.01%	1141
2024 Q3	$3.27K	Sell	123 -25	-17%	-$620	﹤0.01%	1135
2024 Q2	$3.31K	Hold	148	–	–	﹤0.01%	1110
2024 Q1	$3.21K	Sell	148 -150	-50%	-$3.23K	﹤0.01%	1110
2023 Q4	$6.81K	Sell	298 -497	-63%	-$10.6K	﹤0.01%	1092
2023 Q3	$17K	Sell	795 -1,542	-66%	-$34.9K	﹤0.01%	959
2023 Q2	$52.2K	Buy	2,337 +39	+2%	+$804	﹤0.01%	776
2023 Q1	$48.1K	Sell	2,298 -1,097	-32%	-$23.1K	﹤0.01%	776
2022 Q4	$71.5K	Buy	3,395 +3,339	+5,963%	+$68.1K	﹤0.01%	672
2022 Q3	$964	Hold	56	–	–	﹤0.01%	1161
2022 Q2	$968	Hold	56	–	–	﹤0.01%	1172
2022 Q1	$1.27K	Hold	56	–	–	﹤0.01%	1196
2021 Q4	$1.22K	Buy	+56	New	+$1.2K	﹤0.01%	1049

Other funds holding KRG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

TD Private Client Wealth's KRG Position: Q1 2026 in Review

TD Private Client Wealth increased its Kite Realty (KRG) stake by 3.7% in Q1 2026, buying an estimated $123 and bringing the position to 139 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

TD Private Client Wealth first reported a position in KRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $71.5K in Q4 2022. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

TD Private Client Wealth held 139 shares of Kite Realty worth $3.41K as of Q1 2026.
TD Private Client Wealth bought 5 Kite Realty shares in Q1 2026, an estimated $123.
Kite Realty made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1218 holding.
TD Private Client Wealth first reported a position in Kite Realty in Q4 2021 and has held it in 18 quarters since.
TD Private Client Wealth's Kite Realty position peaked at $71.5K in Q4 2022.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.