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Wealthspire Advisors (New York)’s Kite Realty KRG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-525
Closed -$11.7K – 2028
2025
Q3 		$11.7K Buy
+525
New +$11.7K ﹤0.01% 1939

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s KRG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kite Realty (KRG) in Q4 2025, closing a stake of 525 shares — an estimated $11.7K sold.

Wealthspire Advisors (New York) first reported a position in KRG in Q3 2025 and held it in 1 quarter. The position peaked at $11.7K in Q3 2025. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kite Realty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 525 Kite Realty shares in Q4 2025, an estimated $11.7K.
  • Wealthspire Advisors (New York) first reported a position in Kite Realty in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Kite Realty position peaked at $11.7K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.