Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$966,535
-$3,512 QoQ
Shares Held
10,531
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#615
of 1,261 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. KKR ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,463 | $5,253,002 | |
| 2 | BX |
Blackstone Inc.
|
26,414 | $3,108,134 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 | |
| 7 | ARCC |
Ares Capital Corp
|
73,575 | $1,363,344 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
10,531 | $966,535 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,535 | 10,531 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $970,047 | 10,487 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,546,842 | 12,134 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,372,791 | 10,564 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,398,943 | 10,516 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,200,609 | 10,385 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,530,128 | 10,345 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,324,472 | 10,143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,088,181 | 10,340 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,039,997 | 10,340 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $826,180 | 9,972 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $662,631 | 10,757 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $578,032 | 10,322 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $555,766 | 10,582 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $491,216 | 10,582 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $934,562 | 21,734 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $988,661 | 21,358 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,248,860 | 21,359 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $799,906 | 10,737 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $597,435 | 10,085 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $492,652 | 10,085 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $401,741 | 9,922 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $340,721 | 9,922 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $306,391 | 9,922 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $232,869 | 9,922 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||