Position in KRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$415,767
+$56,503 QoQ
Shares Held
14,650
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 396 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. KRG ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
154,702 | $9,585,335 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
17,263 | $718,486 | |
| 3 | IVT |
InvenTrust Properties Corp.
|
13,712 | $485,404 | |
| 4 | KRG |
Kite Realty Group Trust
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|
14,650 | $415,767 | |
| 5 | SPG |
Simon Property Group Inc.
|
358 | $80,066 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
835 | $44,330 | |
| 7 | SKT |
Tanger Inc.
|
500 | $19,735 | |
| 8 | ADC |
Agree Realty Corp
|
64 | $4,847 |
All Filings in KRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,767 | 14,650 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $359,264 | 14,634 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $350,129 | 14,607 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $325,334 | 14,589 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $345,820 | 15,268 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $277,030 | 12,384 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $248,412 | 9,842 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $261,058 | 9,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,150 | 9,122 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $199,998 | 9,225 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $184,914 | 8,089 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $170,396 | 7,955 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $177,401 | 7,941 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $217,254 | 10,385 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $278,849 | 13,247 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $227,355 | 13,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $581,479 | 33,631 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $833,609 | 36,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $812,502 | 37,305 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,691 | 476 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,476 | 476 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $9,182 | 476 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $7,120 | 476 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $5,512 | 476 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $5,493 | 476 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $4,507 | 476 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||