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Key Financial Inc

Position in KRG — Kite Realty Group Trust

CIK 1801720 WEST CHESTER, PA

Position in KRG

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$5,732
+$773 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 396 holders
Holding Since
Mar 2022
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, 2026

Key Financial Inc holds $89,104 across 4 REIT - Retail names. KRG ranks #4 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 KRG
Kite Realty Group Trust
This page
202 $5,732

All Filings in KRG

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,732 202
2026-03-31 $4,959 202
2025-12-31 $4,841 202
2025-09-30 $4,504 202
2025-06-30 $4,575 202
2025-03-31 $4,518 202
2024-12-31 $5,098 202
2024-09-30 $5,365 202
2024-06-30 $4,520 202
2024-03-31 $4,379 202
2023-12-31 $4,617 202
2023-09-30 $4,326 202
2023-06-30 $4,512 202
2022-12-31 $9,198 437
2022-09-30 $7,525 437
2022-06-30 $7,555 437
2022-03-31 $9,950 437