Position in KRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,202,433
-$442,891 QoQ
Shares Held
48,979
-28.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $60,023,957 across 27 REIT - Retail names. KRG ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
469,767 | $28,740,343 | |
| 2 | SPG |
Simon Property Group Inc.
|
57,834 | $10,787,774 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
206,601 | $7,731,008 | |
| 4 | NNN |
Nnn REIT, Inc.
|
61,294 | $2,576,186 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
60,309 | $1,837,011 | |
| 6 | SKT |
Tanger Inc.
|
50,803 | $1,726,285 | |
| 7 | FRT |
Federal Realty Investment Trust
|
11,930 | $1,267,085 | |
| 8 | KRG |
Kite Realty Group Trust
This page
|
48,979 | $1,202,433 |
All Filings in KRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202,433 | 48,979 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,645,324 | 68,641 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,565,972 | 70,223 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,610,345 | 71,097 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,805,124 | 80,694 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,172,177 | 86,061 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,357,994 | 88,780 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,233,476 | 99,798 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,333,698 | 107,643 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,976,026 | 130,185 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,704,199 | 172,932 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,034,750 | 135,844 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $2,737,942 | 130,877 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,872,794 | 136,475 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,414,979 | 140,243 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,252,105 | 130,255 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,903,421 | 127,511 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,293,169 | 105,288 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $801,591 | 39,371 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $886,758 | 40,289 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $600,803 | 31,146 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $480,647 | 32,129 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $257,281 | 22,218 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $337,806 | 29,273 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $329,759 | 34,822 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||