Position in KRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,802,688
+$521,198 QoQ
Shares Held
204,464
-5.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#82
of 396 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Phocas Financial Corp. holds $10,007,938 across 3 REIT - Retail names. KRG ranks #1 (58.0% of the industry book) .
All Filings in KRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,802,688 | 204,464 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,281,490 | 215,132 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,597,478 | 275,239 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,152,146 | 275,881 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,121,230 | 270,253 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,044,664 | 270,213 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,204,858 | 285,454 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $3,877,228 | 145,980 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||