Cerity Partners LLC

Position in KRG — Kite Realty Group Trust

CIK 1566475 NEW YORK, NY

Position in KRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,495,227

+$539,939 QoQ

Shares Held

52,686

+35.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#148

of 396 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 29% Shared 12% None 59%

Real Estate · as of Jun 30, 2026

Cerity Partners LLC holds $66,019,284 across 20 REIT - Retail names. KRG ranks #10 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	342,474	$15,935,314
2	FRT	Federal Realty Investment Trust	108,188	$13,354,725
3	SPG	Simon Property Group Inc.	46,135	$10,318,091
4	O	Realty Income Corp	117,121	$7,256,816
5	KIM	Kimco Realty Corp	147,418	$3,737,045
6	REG	Regency Centers Corp	34,152	$2,723,278
7	PECO	Phillips Edison & Company, Inc.	64,569	$2,687,360
8	ADC	Agree Realty Corp	26,876	$2,035,586

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,495,227	52,686	+35.4%	Shares	Sole	2026-08-14
2026-03-31	$955,288	38,912	+4.4%	Shares	Defined	2026-05-15
2025-12-31	$893,528	37,277	+35.8%	Shares	Sole	2026-02-11
2025-09-30	$612,090	27,448	+8.0%	Shares	Sole	2025-10-22
2025-06-30	$575,604	25,413	-3.0%	Shares	Sole	2025-08-13
2025-03-31	$586,317	26,210	-8.8%	Shares	Sole	2025-04-30
2024-12-31	$725,473	28,743	-40.3%	Shares	Sole	2025-02-13
2024-09-30	$1,278,864	48,150	+105.1%	Shares	Sole	2024-11-12
2024-06-30	$525,280	23,471	-35.8%	Shares	Sole	2024-08-13
2024-03-31	$792,078	36,535	+158.9%	Shares	Sole	2024-05-14
2023-12-31	$322,600	14,112	-2.0%	Shares	Sole	2024-01-26
2023-06-30	$321,852	14,407	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.