United Capital Financial Advisors’s Kite Realty KRG Stock Holding History

United Capital Financial 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 Q1	$228K	Buy	+9,294	New	+$229K	﹤0.01%	1495
2022 Q4	–	Sell	-11,440	Closed	-$197K	–	1084
2022 Q3	$197K	Sell	11,440 -1,335	-10%	-$25.6K	﹤0.01%	1030
2022 Q2	$221K	Sell	12,775 -7,096	-36%	-$147K	﹤0.01%	1026
2022 Q1	$452K	Buy	19,871 +115	+0.6%	+$2.5K	﹤0.01%	864
2021 Q4	$430K	Buy	+19,756	New	+$423K	﹤0.01%	908
2015 Q1	–	Sell	-31,251	Closed	-$898K	–	1254
2014 Q4	$898K	Sell	31,251 -19,421	-38%	-$514K	0.01%	677
2014 Q3	$1.23M	Buy	+50,672	New	+$1.28M	0.02%	555

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

United Capital Financial Advisors's KRG Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Kite Realty (KRG) in Q1 2026: 9,294 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in KRG as recently as Q3 2022.

United Capital Financial Advisors first reported a position in KRG in Q3 2014 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2014. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

United Capital Financial Advisors held 9,294 shares of Kite Realty worth $228K as of Q1 2026.
Kite Realty was a new United Capital Financial Advisors position in Q1 2026.
Kite Realty made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1495 holding.
United Capital Financial Advisors first reported a position in Kite Realty in Q3 2014 and has held it in 7 quarters since.
United Capital Financial Advisors's Kite Realty position peaked at $1.23M in Q3 2014.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.