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True Wealth Design’s Kite Realty KRG Stock Holding History

True Wealth Design’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 		$3.46K Buy
+122
New +$3.28K ﹤0.01% 1481
2025
Q4 		– Sell
-9
Closed -$201 – 2700
2025
Q3 		$201 Hold
9
– – ﹤0.01% 2303
2025
Q2 		$204 Hold
9
– – ﹤0.01% 2066
2025
Q1 		$202 Buy
+9
New +$206 ﹤0.01% 1954

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

True Wealth Design's KRG Position: Q2 2026 in Review

True Wealth Design opened a new position in Kite Realty (KRG) in Q2 2026: 122 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: True Wealth Design previously reported a position in KRG as recently as Q3 2025.

True Wealth Design first reported a position in KRG in Q1 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • True Wealth Design held 122 shares of Kite Realty worth $3.46K as of Q2 2026.
  • Kite Realty was a new True Wealth Design position in Q2 2026.
  • Kite Realty made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1481 holding.
  • True Wealth Design first reported a position in Kite Realty in Q1 2025 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.