OPPENHEIMER ASSET MANAGEMENT INC.
Position in KRG — Kite Realty Group Trust
CIK 1269119
NEW YORK, NY
Position in KRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$959,641
+$133,215 QoQ
Shares Held
33,814
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#178
of 396 holders
Holding Since
Jun 2025
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, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $8,633,347 across 7 REIT - Retail names. KRG ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
30,435 | $2,305,146 | |
| 2 | KIM |
Kimco Realty Corp
|
62,976 | $1,596,441 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,010 | $1,120,486 | |
| 4 | KRG |
Kite Realty Group Trust
This page
|
33,814 | $959,641 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
38,359 | $941,713 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
29,490 | $880,276 | |
| 7 | O |
Realty Income Corp
|
13,390 | $829,644 |
All Filings in KRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,641 | 33,814 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $826,426 | 33,663 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $815,363 | 34,016 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $500,902 | 22,462 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $513,973 | 22,692 | Shares | Other | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||