Position in KRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$265,807
+$35,872 QoQ
Shares Held
9,366
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#265
of 399 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, 2026D.B. Root & Company, LLC holds $265,807 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
|
9,366 | $265,807 |
All Filings in KRG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,807 | 9,366 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $229,935 | 9,366 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $224,503 | 9,366 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $216,577 | 9,712 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $219,976 | 9,712 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $217,257 | 9,712 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $245,130 | 9,712 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $257,950 | 9,712 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $217,354 | 9,712 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $214,371 | 9,888 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $226,039 | 9,888 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $211,800 | 9,888 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $220,897 | 9,888 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $206,856 | 9,888 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $208,142 | 9,888 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $231,365 | 10,161 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $217,473 | 9,985 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||