Position in KRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$392,694
+$56,777 QoQ
Shares Held
13,837
+1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#236
of 396 holders
Holding Since
Dec 2021
19 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, 2026CFO4Life Group, LLC holds $392,694 across 1 REIT - Retail name. KRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
This page
|
13,837 | $392,694 |
All Filings in KRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,694 | 13,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,917 | 13,683 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $324,601 | 13,542 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,351 | 13,379 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $299,433 | 13,220 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $292,979 | 13,097 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $331,098 | 13,118 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $343,527 | 12,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,486 | 12,801 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $270,067 | 12,457 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $281,566 | 12,317 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $260,788 | 12,175 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $269,152 | 12,048 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $249,136 | 11,909 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $247,905 | 11,777 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $200,130 | 11,622 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $200,771 | 11,612 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $258,917 | 11,371 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $245,569 | 11,275 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||