UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in KRG — Kite Realty Group Trust
CIK 1463217
IRVING, TX
Position in KRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$276,619
+$48,452 QoQ
Shares Held
9,747
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 396 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. KRG ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,809 | $3,312,032 | |
| 2 | O |
Realty Income Corp
|
29,906 | $1,852,975 | |
| 3 | KIM |
Kimco Realty Corp
|
47,164 | $1,195,607 | |
| 4 | REG |
Regency Centers Corp
|
11,989 | $956,002 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,847 | $551,240 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
10,155 | $539,128 | |
| 7 | ADC |
Agree Realty Corp
|
6,586 | $498,823 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
14,690 | $463,175 |
All Filings in KRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,619 | 9,747 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $228,167 | 9,294 | Shares | Defined | 2026-05-15 | |
| 2022-09-30 | $196,996 | 11,440 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $220,879 | 12,775 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $452,462 | 19,871 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $430,285 | 19,756 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||