Position in KRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$371,636
+$50,154 QoQ
Shares Held
13,095
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#239
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, 2026Arete Wealth Advisors, LLC holds $371,636 across 1 REIT - Retail name. KRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
This page
|
13,095 | $371,636 |
All Filings in KRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,636 | 13,095 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $321,482 | 13,095 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $356,074 | 14,855 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $331,266 | 14,855 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $336,465 | 14,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,309 | 14,274 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $360,275 | 14,274 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $379,117 | 14,274 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $325,360 | 14,538 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,460 | 14,274 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $326,303 | 14,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $428,635 | 20,011 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $361,684 | 16,190 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $317,398 | 15,172 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $323,285 | 15,358 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $219,348 | 12,738 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $265,539 | 15,358 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $349,701 | 15,358 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $334,497 | 15,358 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||