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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
Q3 		$488 Sell
20
-102
-84% -$2.75K ﹤0.01% 2138
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

True Wealth Design's KRG Position: Q3 2026 in Review

True Wealth Design reduced its Kite Realty (KRG) stake by 84% in Q3 2026, selling an estimated $2.75K and leaving 20 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

True Wealth Design first reported a position in KRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.46K in Q2 2026. 25 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • True Wealth Design held 20 shares of Kite Realty worth $488 as of Q3 2026.
  • True Wealth Design sold 102 Kite Realty shares in Q3 2026, an estimated $2.75K.
  • Kite Realty made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2138 holding.
  • True Wealth Design first reported a position in Kite Realty in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Kite Realty position peaked at $3.46K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.