Steward Partners Investment Advisory, LLC
Position in KRG — Kite Realty Group Trust
CIK 1723397
STAMFORD, CT
Position in KRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$319,133
+$34,403 QoQ
Shares Held
11,245
-3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
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, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. KRG ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in KRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,133 | 11,245 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $284,730 | 11,598 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $278,579 | 11,622 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $250,763 | 11,245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $262,105 | 11,572 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $337,361 | 15,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $304,495 | 12,064 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $224,246 | 8,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $188,954 | 8,443 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $272,214 | 12,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $287,030 | 12,556 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $279,595 | 13,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $280,210 | 12,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,203 | 11,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,905 | 11,872 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $267,581 | 15,539 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $129,363 | 7,482 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $117,402 | 5,156 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $84,615 | 3,885 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||