Global Retirement Partners, LLC
PensionPosition in KRG — Kite Realty Group Trust
CIK 1749744
San Rafael, CA
Position in KRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$94,335
+$11,471 QoQ
Shares Held
3,324
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 396 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. KRG ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in KRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,335 | 3,324 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $82,864 | 3,457 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,293 | 910 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,045 | 885 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $8,480 | 336 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,924 | 336 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,519 | 336 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,964 | 229 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,097 | 223 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,919 | 183 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,261 | 146 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,221 | 154 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,694 | 128 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,204 | 128 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,213 | 128 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,914 | 128 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $36,179 | 1,777 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $39,111 | 1,777 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $34,220 | 1,774 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $22,260 | 1,488 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $17,231 | 1,488 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $15,232 | 1,320 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $12,566 | 1,327 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||