Position in KRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$961,117
+$139,282 QoQ
Shares Held
33,866
+1.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 396 holders
Holding Since
Dec 2021
16 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, 2026Cetera Investment Advisers holds $152,490,398 across 20 REIT - Retail names. KRG ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,287,656 | $79,783,165 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
641,969 | $26,718,749 | |
| 3 | SPG |
Simon Property Group Inc.
|
71,444 | $15,978,450 | |
| 4 | FRT |
Federal Realty Investment Trust
|
51,422 | $6,347,531 | |
| 5 | KIM |
Kimco Realty Corp
|
227,073 | $5,756,300 | |
| 6 | ADC |
Agree Realty Corp
|
62,896 | $4,763,743 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
69,970 | $2,476,938 | |
| 8 | NNN |
Nnn REIT, Inc.
|
40,678 | $1,892,747 |
All Filings in KRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,117 | 33,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $821,835 | 33,476 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $712,148 | 29,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $596,814 | 26,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $499,160 | 22,038 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $993,541 | 44,414 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $488,999 | 19,374 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $402,304 | 15,147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $354,387 | 15,835 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $332,029 | 15,315 | Shares | Sole | 2024-05-24 | |
| 2023-03-31 | $219,785 | 10,506 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,442 | 12,040 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,082 | 12,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $319,138 | 18,458 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $419,582 | 18,427 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $361,918 | 16,617 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||