Position in KRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$58,149
-$1,949 QoQ
Shares Held
2,049
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 396 holders
Holding Since
Sep 2021
20 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, 2026Capital Analysts, LLC holds $511,329 across 11 REIT - Retail names. KRG ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
This page
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
|
395 | $9,037 |
All Filings in KRG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,149 | 2,049 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $60,098 | 2,448 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $60,380 | 2,519 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $56,017 | 2,512 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,078 | 2,520 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $55,969 | 2,502 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $65,194 | 2,583 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $68,232 | 2,569 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $58,143 | 2,598 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $57,018 | 2,630 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $59,710 | 2,612 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $67,922 | 3,171 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $70,348 | 3,149 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $65,375 | 3,125 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $76,727 | 3,645 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $62,835 | 3,649 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,555 | 3,618 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $81,858 | 3,595 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $78,604 | 3,609 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $39,396 | 1,935 | Shares | Defined | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||