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Twin Peaks Wealth Advisors’s Kite Realty KRG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-301
Closed -$7.39K – 1292
2026
Q1 		$7.39K Buy
+301
New +$7.42K ﹤0.01% 1212
2025
Q3 		– Sell
-305
Closed -$6.48K – 1226
2025
Q2 		$6.48K Buy
+305
New +$6.72K ﹤0.01% 1162

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

Twin Peaks Wealth Advisors's KRG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Kite Realty (KRG) in Q2 2026, closing a stake of 301 shares — an estimated $7.39K sold.

Twin Peaks Wealth Advisors first reported a position in KRG in Q2 2025 and held it in 2 quarters. The position peaked at $7.39K in Q1 2026. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Kite Realty position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 301 Kite Realty shares in Q2 2026, an estimated $7.39K.
  • Twin Peaks Wealth Advisors first reported a position in Kite Realty in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Kite Realty position peaked at $7.39K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.