WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in KRG — Kite Realty Group Trust

CIK 1632972 PLYMOUTH, MN

Position in KRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,903,247

+$521,107 QoQ

Shares Held

67,063

+19.1% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#129

of 396 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. KRG ranks #9 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	750,135	$46,478,364
2	SPG	Simon Property Group Inc.	100,720	$22,526,028
3	NNN	Nnn REIT, Inc.	221,559	$10,309,140
4	REG	Regency Centers Corp	116,273	$9,271,609
5	FRT	Federal Realty Investment Trust	51,760	$6,389,254
6	ADC	Agree Realty Corp	72,786	$5,512,811
7	KIM	Kimco Realty Corp	141,107	$3,577,062
8	PECO	Phillips Edison & Company, Inc.	60,657	$2,524,544

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,903,247	67,063	+19.1%	Shares	Sole	2026-07-15
2026-03-31	$1,382,140	56,299	-18.6%	Shares	Sole	2026-04-08
2025-12-31	$1,658,676	69,198	+2.8%	Shares	Sole	2026-01-08
2025-09-30	$1,500,633	67,293	+1.9%	Shares	Sole	2025-10-29
2025-06-30	$1,495,466	66,025	+160.9%	Shares	Sole	2025-07-10
2025-03-31	$566,028	25,303	+1.6%	Shares	Sole	2025-04-16
2024-12-31	$628,778	24,912	+15.8%	Shares	Sole	2025-03-17
2024-09-30	$571,544	21,519	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$478,305	21,372	+15.8%	Shares	Sole	2024-07-16
2024-03-31	$400,126	18,456	-2.2%	Shares	Sole	2024-04-15
2023-12-31	$431,322	18,868	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$404,752	18,896	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.