Focus Partners Wealth

Position in KRG — Kite Realty Group Trust

CIK 1542153 ST LOUIS, MO

Position in KRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,051,015

+$872,409 QoQ

Shares Held

177,978

+4.6% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#94

of 399 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $77,798,128 across 10 REIT - Retail names. KRG ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	161,748	$36,174,940
2	O	Realty Income Corp	165,620	$10,261,815
3	NNN	Nnn REIT, Inc.	154,771	$7,201,494
4	FRT	Federal Realty Investment Trust	56,359	$6,956,954
5	KRG	Kite Realty Group Trust This page	177,978	$5,051,015
6	MAC	Macerich Co	156,024	$3,930,244
7	REG	Regency Centers Corp	43,289	$3,451,864
8	KIM	Kimco Realty Corp	127,803	$3,239,806

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,051,015	177,978	+4.6%	Shares	Sole	2026-08-12
2026-03-31	$4,178,606	170,208	-3.0%	Shares	Sole	2026-05-15
2025-12-31	$4,204,026	175,387	+108.6%	Shares	Sole	2026-02-13
2025-09-30	$1,874,850	84,074	-54.4%	Shares	Sole	2025-11-14
2025-06-30	$4,174,349	184,298	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$4,025,615	179,956	+1.8%	Shares	Sole	2025-05-20
2024-12-31	$4,461,018	176,744	+3.2%	Shares	Sole	2025-05-20
2024-09-30	$4,547,576	171,219	+38.9%	Shares	Sole	2024-11-14
2024-06-30	$2,758,469	123,256	+2.6%	Shares	Sole	2024-08-15
2024-03-31	$2,605,350	120,173	+14.7%	Shares	Sole	2024-05-16
2023-12-31	$2,394,470	104,745	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.