Position in KRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,431,905
+$696,476 QoQ
Shares Held
156,163
+2.6% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 396 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $360,060,720 across 21 REIT - Retail names. KRG ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,494,326 | $154,548,438 | |
| 2 | SPG |
Simon Property Group Inc.
|
324,448 | $72,562,795 | |
| 3 | KIM |
Kimco Realty Corp
|
1,627,635 | $41,260,547 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
371,940 | $15,480,142 | |
| 5 | MAC |
Macerich Co
|
489,628 | $12,333,729 | |
| 6 | NNN |
Nnn REIT, Inc.
|
226,857 | $10,555,656 | |
| 7 | FRT |
Federal Realty Investment Trust
|
83,606 | $10,320,324 | |
| 8 | REG |
Regency Centers Corp
|
108,167 | $8,625,236 |
All Filings in KRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,431,905 | 156,163 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,735,429 | 152,156 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,521,193 | 146,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,104,449 | 139,213 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,020,309 | 133,347 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,850,944 | 127,445 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,397,935 | 134,625 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,760,460 | 103,933 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,284,416 | 102,074 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,091,014 | 96,449 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,983,996 | 86,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,871,294 | 87,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,952,270 | 87,389 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,851,566 | 88,507 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,876,649 | 89,152 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,605,851 | 93,255 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,621,559 | 93,786 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,083,455 | 91,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,550,742 | 117,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $962,926 | 47,295 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,009,972 | 45,887 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $862,513 | 44,713 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $642,023 | 42,916 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $497,140 | 42,931 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $556,239 | 48,201 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $446,747 | 47,175 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||