Position in KRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,944
+$532 QoQ
Shares Held
139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 396 holders
Holding Since
Dec 2021
19 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. KRG ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
111,054 | $2,815,218 | |
| 2 | O |
Realty Income Corp
|
30,988 | $1,920,016 | |
| 3 | NNN |
Nnn REIT, Inc.
|
6,482 | $301,607 | |
| 4 | SPG |
Simon Property Group Inc.
|
662 | $148,056 | |
| 5 | REG |
Regency Centers Corp
|
750 | $59,805 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
755 | $22,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
87 | $10,739 | |
| 8 | SKT |
Tanger Inc.
|
200 | $7,894 |
All Filings in KRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,944 | 139 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,412 | 139 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,211 | 134 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,742 | 123 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,785 | 123 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,751 | 123 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,104 | 123 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,266 | 123 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,312 | 148 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,208 | 148 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $6,812 | 298 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,028 | 795 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $52,208 | 2,337 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $48,074 | 2,298 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $71,464 | 3,395 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $964 | 56 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $968 | 56 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,275 | 56 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,219 | 56 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||