Position in KRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,868,863
+$1,957,032 QoQ
Shares Held
312,504
+11.0% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 396 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $385,666,522 across 22 REIT - Retail names. KRG ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,889,563 | $117,077,323 | |
| 2 | SPG |
Simon Property Group Inc.
|
337,371 | $75,453,024 | |
| 3 | KIM |
Kimco Realty Corp
|
1,920,921 | $48,695,347 | |
| 4 | ADC |
Agree Realty Corp
|
367,137 | $27,806,956 | |
| 5 | FRT |
Federal Realty Investment Trust
|
137,397 | $16,960,285 | |
| 6 | NNN |
Nnn REIT, Inc.
|
258,813 | $12,042,568 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
341,061 | $11,377,794 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
288,139 | $10,200,120 |
All Filings in KRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,868,863 | 312,504 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,911,831 | 281,541 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,389,275 | 266,553 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,698,518 | 300,382 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,559,850 | 245,468 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,417,292 | 197,465 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,165,425 | 244,272 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,802,483 | 218,467 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,888,463 | 218,430 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,917,187 | 272,933 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,536,440 | 242,189 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,771,154 | 362,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,166,544 | 186,506 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,138,603 | 197,830 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,026,086 | 191,263 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,690,177 | 156,224 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,132,048 | 181,148 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,203,569 | 184,610 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,067,349 | 186,747 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,421,048 | 118,912 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $701,392 | 31,867 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $548,800 | 28,450 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $368,165 | 24,610 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $379,256 | 32,751 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $376,769 | 32,649 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $300,975 | 31,782 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||