CAPTRUST FINANCIAL ADVISORS

Position in KRG — Kite Realty Group Trust

CIK 1512024 RALEIGH, NC

Position in KRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$632,533

+$254,169 QoQ

Shares Held

22,288

+44.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#213

of 399 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Real Estate · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $161,426,560 across 19 REIT - Retail names. KRG ranks #14 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRX	Brixmor Property Group Inc.	3,639,319	$114,747,728
2	NNN	Nnn REIT, Inc.	258,884	$12,045,872
3	O	Realty Income Corp	136,875	$8,480,775
4	SPG	Simon Property Group Inc.	26,663	$5,963,179
5	EPRT	Essential Properties Realty Trust, Inc.	154,955	$4,625,406
6	FRT	Federal Realty Investment Trust	33,336	$4,114,995
7	GTY	Getty Realty Corp /Md/	120,705	$4,026,718
8	KIM	Kimco Realty Corp	43,372	$1,099,480

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,533	22,288	+44.6%	Shares	Sole	2026-08-13
2026-03-31	$378,364	15,412	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$366,645	15,296	+2.8%	Shares	Sole	2026-02-17
2025-09-30	$331,957	14,886	-1.8%	Shares	Sole	2025-11-19
2025-06-30	$343,396	15,161	-4.2%	Shares	Sole	2025-08-15
2025-03-31	$354,139	15,831	-13.1%	Shares	Sole	2025-05-15
2024-12-31	$459,721	18,214	+3.5%	Shares	Sole	2025-02-14
2024-09-30	$467,482	17,601	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$368,979	16,487	-4.9%	Shares	Sole	2024-08-15
2024-03-31	$375,887	17,338	+28.9%	Shares	Sole	2024-05-15
2023-12-31	$307,581	13,455	+16.3%	Shares	Sole	2024-02-14
2023-09-30	$247,872	11,572	+7.7%	Shares	Sole	2023-11-15
2023-06-30	$240,087	10,747	+3.6%	Shares	Sole	2023-08-15
2023-03-31	$217,107	10,378	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.