Creative Planning

Position in KRG — Kite Realty Group Trust

CIK 1540235 OVERLAND PARK, KS

Position in KRG

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

Position Value

$1,833,461

+$422,745 QoQ

Shares Held

64,604

+12.4% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#133

of 396 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $186,955,796 across 25 REIT - Retail names. KRG ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	564,624	$34,984,102
2	NNN	Nnn REIT, Inc.	618,874	$28,796,206
3	SPG	Simon Property Group Inc.	123,826	$27,693,684
4	REG	Regency Centers Corp	240,563	$19,182,492
5	ADC	Agree Realty Corp	244,958	$18,553,118
6	KIM	Kimco Realty Corp	555,518	$14,082,380
7	FRT	Federal Realty Investment Trust	111,368	$13,747,265
8	BRX	Brixmor Property Group Inc.	374,520	$11,808,615

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,461	64,604	+12.4%	Shares	Defined	2026-08-13
2026-03-31	$1,410,716	57,463	+63.1%	Shares	Sole	2026-05-12
2025-12-31	$844,439	35,229	+14.8%	Shares	Sole	2026-02-17
2025-09-30	$684,430	30,692	+20.0%	Shares	Sole	2025-11-14
2025-06-30	$579,250	25,574	+39.1%	Shares	Defined	2025-08-08
2025-03-31	$411,250	18,384	-24.8%	Shares	Sole	2025-05-15
2024-12-31	$616,840	24,439	+12.2%	Shares	Sole	2025-02-14
2024-09-30	$578,583	21,784	+8.1%	Shares	Sole	2024-10-11
2024-06-30	$450,957	20,150	+55.7%	Shares	Sole	2024-08-15
2024-03-31	$280,625	12,944	-3.4%	Shares	Sole	2024-05-13
2023-12-31	$306,461	13,406	+13.8%	Shares	Sole	2024-02-14
2023-09-30	$252,391	11,783	+4.8%	Shares	Sole	2023-11-16
2023-06-30	$251,280	11,248	-22.7%	Shares	Sole	2023-07-21
2023-03-31	$304,532	14,557	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.