Wealth Enhancement Advisory Services’s Kite Realty KRG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.9M	Buy	67,063 +10,764	+19%	+$289K	﹤0.01%	1606
2026 Q1	$1.39M	Sell	56,299 -12,899	-19%	-$318K	﹤0.01%	1596
2025 Q4	$1.66M	Buy	69,198 +1,905	+3%	+$43.2K	﹤0.01%	1622
2025 Q3	$1.49M	Buy	67,293 +1,268	+2%	+$28.3K	﹤0.01%	1622
2025 Q2	$1.52M	Buy	66,025 +40,722	+161%	+$897K	﹤0.01%	1503
2025 Q1	$566K	Buy	25,303 +391	+2%	+$8.94K	﹤0.01%	1970
2024 Q4	$629K	Buy	24,912 +3,393	+16%	+$89.3K	﹤0.01%	1824
2024 Q3	$572K	Buy	21,519 +147	+0.7%	+$3.65K	﹤0.01%	1739
2024 Q2	$478K	Buy	21,372 +2,916	+16%	+$62.1K	﹤0.01%	1675
2024 Q1	$400K	Sell	18,456 -412	-2%	-$8.86K	﹤0.01%	1718
2023 Q4	$431K	Sell	18,868 -28	-0.1%	-$598	﹤0.01%	1604
2023 Q3	$405K	Buy	+18,896	New	+$428K	﹤0.01%	1558

Other funds holding KRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's KRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kite Realty (KRG) stake by 19% in Q2 2026, buying an estimated $289K and bringing the position to 67,063 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Wealth Enhancement Advisory Services first reported a position in KRG in Q3 2023 and has held it in 12 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Wealth Enhancement Advisory Services held 67,063 shares of Kite Realty worth $1.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 10,764 Kite Realty shares in Q2 2026, an estimated $289K.
Kite Realty made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1606 holding.
Wealth Enhancement Advisory Services first reported a position in Kite Realty in Q3 2023 and has held it in 12 quarters since.
402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.