Wealthstar Advisors’s Kite Realty KRG Stock Holding History

Wealthstar 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	$343K	Hold	13,986	–	–	0.2%	95
2025 Q4	$335K	Hold	13,986	–	–	0.18%	105
2025 Q3	$312K	Sell	13,986 -742	-5%	-$16.6K	0.12%	120
2025 Q2	$334K	Hold	14,728	–	–	0.13%	119
2025 Q1	$329K	Hold	14,728	–	–	0.15%	112
2024 Q4	$372K	Buy	+14,728	New	+$387K	0.16%	104
2024 Q2	–	Sell	-22,843	Closed	-$495K	–	98
2024 Q1	$495K	Sell	22,843 -585	-2%	-$12.6K	0.17%	82
2023 Q4	$536K	Sell	23,428 -2,666	-10%	-$56.9K	0.2%	63
2023 Q3	$559K	Hold	26,094	–	–	0.24%	47
2023 Q2	$583K	Sell	26,094 -1,150	-4%	-$23.7K	0.25%	37
2023 Q1	$570K	Hold	27,244	–	–	0.24%	42
2022 Q4	$573K	Hold	27,244	–	–	0.26%	42
2022 Q3	$471K	Hold	27,244	–	–	0.22%	49
2022 Q2	$472K	Hold	27,244	–	–	0.2%	58
2022 Q1	$619K	Hold	27,244	–	–	0.23%	52
2021 Q4	$595K	Buy	+27,244	New	+$583K	0.2%	45

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return