Position in KRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,183
+$4,725 QoQ
Shares Held
535
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 396 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. KRG ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in KRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,183 | 535 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,458 | 426 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,974 | 583 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,551 | 518 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $13,816 | 610 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,307 | 729 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,399 | 729 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,362 | 729 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $16,315 | 729 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,200 | 655 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $14,973 | 655 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,030 | 655 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $14,632 | 655 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,702 | 655 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $127 | 8,021 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $130,992 | 7,607 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $131,006 | 7,577 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $6,443 | 283 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $6,163 | 283 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9 | 1 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||