Position in KRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,185,092
+$947,719 QoQ
Shares Held
41,758
+331.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#164
of 396 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,929,208 across 14 REIT - Retail names. KRG ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
165,196 | $10,235,544 | |
| 2 | SPG |
Simon Property Group Inc.
|
6,185 | $1,383,274 | |
| 3 | KRG |
Kite Realty Group Trust
This page
|
41,758 | $1,185,092 | |
| 4 | NNN |
Nnn REIT, Inc.
|
20,921 | $973,454 | |
| 5 | MAC |
Macerich Co
|
35,532 | $895,051 | |
| 6 | REG |
Regency Centers Corp
|
9,180 | $732,012 | |
| 7 | CURB |
Curbline Properties Corp.
|
14,385 | $437,304 | |
| 8 | BFS |
Saul Centers, Inc.
|
11,506 | $430,209 |
All Filings in KRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,092 | 41,758 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $237,373 | 9,669 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $303,340 | 12,655 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $222,018 | 9,956 | Shares | Other | 2025-10-28 | |
| 2024-12-31 | $200,683 | 7,951 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||