Weaver Consulting Group KRG — KITE RLTY GROUP TR COM NEW

Ownership history in Weaver Consulting Group  ·  25 quarters on record

AI Ownership Summary

Weaver Consulting Group reported KITE RLTY GROUP TR COM NEW (KRG) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows KRG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weaver Consulting Group's position in KITE RLTY GROUP TR COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KRG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KRG stock page Weaver Consulting Group fund profile Weaver Consulting Group full holdings
How Weaver Consulting Group held KRG — position size vs. price
% of Fund (quarterly)    KRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,779 -250 -2.1% 0.07% $334K 2026-07-29 $28.85
2026 Q1 REDUCED — — — 12,029 -246 -2.0% 0.07% $295K 2026-05-15 $25.67
2025 Q4 REDUCED 10.3% +4.2% ❌ 12,275 -1,405 -10.3% 0.07% $294K 2026-02-10 $24.50
2025 Q3 ADDED — — — 13,680 +5 +0.0% 0.08% $305K 2025-11-12 $21.76
2025 Q2 REDUCED — — — 13,675 -499 -3.5% 0.09% $310K 2025-08-12 $20.16
2025 Q1 REDUCED — — — 14,174 -43 -0.3% 0.10% $317K 2025-04-28 $20.50
2024 Q4 REDUCED — — — 14,217 -76 -0.5% 0.11% $359K 2025-01-08 $21.76
2024 Q3 UNCHANGED — — — 14,293 — 0% 0.12% $380K 2024-11-14 $24.54
2024 Q2 UNCHANGED — — — 14,293 — 0% 0.11% $320K 2024-07-12 $20.86
2024 Q1 REDUCED 6.2% +3.8% ❌ 14,293 -940 -6.2% 0.11% $310K 2024-04-16 $17.83
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KRG

As of 2026 Q2 — sorted by position size

BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.83% Pensionfund PDN 3Y 7Y 0.99% Pensionfund Sabic 3Y 7Y 0.89% Phocas Financial Corp. 3Y 7Y 0.81% Vert Asset Management LLC 3Y 0.79% EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 0.29% Legacy Wealth Asset Management, LLC 3Y 0.13% Wealthstar Advisors, LLC 3Y 7Y 0.12% Samalin Investment Counsel, LLC 3Y 0.09% Howard Capital Management Group, LLC 3Y 0.08%

FAQ About Weaver Consulting Group and KRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Weaver Consulting Group reported owning KRG?

Weaver Consulting Group reported KRG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KRG position in Weaver Consulting Group's portfolio?

The largest reported portfolio weight for KRG was 0.12% in 2024 Q3.

What is the latest reported KRG position on this page?

The most recent filing on this page is 2026 Q2, when Weaver Consulting Group reported 11,779 shares, equal to 0.07% of portfolio, with an estimated market value of $334K.

What does the chart on this KRG ownership page compare?

The chart compares Weaver Consulting Group's quarterly KRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Weaver Consulting Group time their KRG position?

Based on 13F filing dates vs. subsequent KRG price moves, Weaver Consulting Group correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on KRG relative to SPY over the holding period was +161.2%.

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