VAM
KRG icon

Vert Asset Management’s Kite Realty KRG Stock Holding History

Vert Asset Management’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 		$2.88M Buy
101,386
+5,146
+5% +$138K 0.79% 29
2026
Q1 		$2.36M Buy
96,240
+54,371
+130% +$1.34M 0.75% 27
2025
Q4 		$1M Buy
+41,869
New +$951K 0.33% 36

Other funds holding KRG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Vert Asset Management's KRG Position: Q2 2026 in Review

Vert Asset Management increased its Kite Realty (KRG) stake by 5.3% in Q2 2026, buying an estimated $138K and bringing the position to 101,386 shares worth $2.88M. The position accounts for 0.79% of the portfolio, ranked #29.

Vert Asset Management first reported a position in KRG in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Vert Asset Management held 101,386 shares of Kite Realty worth $2.88M as of Q2 2026.
  • Vert Asset Management bought 5,146 Kite Realty shares in Q2 2026, an estimated $138K.
  • Kite Realty made up 0.79% of Vert Asset Management's portfolio in Q2 2026, its #29 holding.
  • Vert Asset Management first reported a position in Kite Realty in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.