Position in KRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,235
+$503 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 396 holders
Holding Since
Dec 2022
14 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, 2026Concord Wealth Partners holds $152,082 across 4 REIT - Retail names. KRG ranks #4 (2.1% of the industry book) .
All Filings in KRG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,235 | 114 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,732 | 114 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,542 | 114 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,582 | 114 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,550 | 114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,013 | 159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,223 | 159 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,551 | 114 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,471 | 114 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,606 | 114 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,441 | 114 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,546 | 114 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,384 | 114 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,399 | 114 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||