Position in KRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$617,660
+$67,030 QoQ
Shares Held
21,764
-3.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#212
of 396 holders
Holding Since
Dec 2021
17 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, 2026AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. KRG ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
42,773 | $1,780,195 | |
| 2 | O |
Realty Income Corp
|
21,611 | $1,339,008 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,670 | $1,268,077 | |
| 4 | KIM |
Kimco Realty Corp
|
25,401 | $643,913 | |
| 5 | KRG |
Kite Realty Group Trust
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|
21,764 | $617,660 | |
| 6 | MAC |
Macerich Co
|
16,664 | $419,754 | |
| 7 | REG |
Regency Centers Corp
|
3,144 | $250,698 |
All Filings in KRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,660 | 21,764 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $550,630 | 22,429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $537,070 | 22,406 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $500,031 | 22,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $502,263 | 22,175 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $507,507 | 22,687 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $673,226 | 26,673 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $458,342 | 20,480 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $708,385 | 30,988 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $694,564 | 32,426 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $677,415 | 30,323 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $724,375 | 34,626 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $742,412 | 35,269 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $601,442 | 34,927 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $665,820 | 38,509 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $638,174 | 28,027 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $543,955 | 24,975 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||