Position in KRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$492,761
+$94,880 QoQ
Shares Held
17,363
+7.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
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, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. KRG ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
This page
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
9,368 | $331,627 |
All Filings in KRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,761 | 17,363 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $397,881 | 16,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,893 | 16,099 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $377,382 | 16,923 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $381,131 | 16,827 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $83,015 | 3,711 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $90,636 | 3,591 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $93,756 | 3,530 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $78,822 | 3,522 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $75,836 | 3,498 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $79,689 | 3,486 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $74,434 | 3,475 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $77,385 | 3,464 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $89,516 | 4,279 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $89,841 | 4,268 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $73,305 | 4,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,878 | 3,174 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $72,089 | 3,166 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $61,136 | 2,807 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||