Whittier Trust’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-338
| Closed | -$7.5K | – | 1394 |
|
|
2025
Q3 | $7.5K | Hold |
338
| – | – | ﹤0.01% | 1172 |
|
|
2025
Q2 | $7.65K | Hold |
338
| – | – | ﹤0.01% | 1274 |
|
|
2025
Q1 | $7.56K | Sell |
338
-305
| -47% | -$6.97K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $16.2K | Hold |
643
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q3 | $17.1K | Hold |
643
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q2 | $14.4K | Buy |
643
+305
| +90% | +$6.5K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $7.33K | Hold |
338
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q4 | $7.73K | Hold |
338
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q3 | $7.24K | Hold |
338
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q2 | $7.55K | Hold |
338
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q1 | $7.07K | Hold |
338
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q4 | $7.11K | Hold |
338
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q3 | $6K | Hold |
338
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q2 | $6K | Hold |
338
| – | – | ﹤0.01% | 1401 |
|
|
2022
Q1 | $8K | Sell |
338
-1,000
| -75% | -$21.8K | ﹤0.01% | 1376 |
|
|
2021
Q4 | $29K | Hold |
1,338
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q3 | $27K | Hold |
1,338
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q2 | $29K | Hold |
1,338
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q1 | $26K | Hold |
1,338
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $20K | Hold |
1,338
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q3 | $15K | Hold |
1,338
| – | – | ﹤0.01% | 1065 |
|
|
2020
Q2 | $15K | Hold |
1,338
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q1 | $13K | Hold |
1,338
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q4 | $26K | Hold |
1,338
| – | – | ﹤0.01% | 971 |
|
|
2019
Q3 | $22K | Buy |
1,338
+338
| +34% | +$5.18K | ﹤0.01% | 1003 |
|
|
2019
Q2 | $15K | Sell |
1,000
-32
| -3% | -$506 | ﹤0.01% | 1009 |
|
|
2019
Q1 | $17K | Buy |
1,032
+32
| +3% | +$507 | ﹤0.01% | 983 |
|
|
2018
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 972 |
|
|
2018
Q2 | $17K | Buy |
+1,000
| New | +$15.5K | ﹤0.01% | 957 |
|
|
2015
Q3 | – | Sell |
-103
| Closed | -$3K | – | 1191 |
|
|
2015
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 1120 |
|
|
2015
Q1 | $3K | Buy |
+103
| New | +$2.99K | ﹤0.01% | 1141 |
|
Other funds holding KRG
CIM
NAMI
Whittier Trust's KRG Position: Q4 2025 in Review
Whittier Trust sold out of Kite Realty (KRG) in Q4 2025, closing a stake of 338 shares — an estimated $7.5K sold.
Whittier Trust first reported a position in KRG in Q1 2015 and held it in 32 quarters. The position peaked at $29K in Q4 2021. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.
- Whittier Trust reported no remaining Kite Realty position as of Q4 2025 after selling out during the quarter.
- Whittier Trust sold 338 Kite Realty shares in Q4 2025, an estimated $7.5K.
- Whittier Trust first reported a position in Kite Realty in Q1 2015 and held it in 32 quarters.
- Whittier Trust's Kite Realty position peaked at $29K in Q4 2021.
- 363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.
Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.