Legacy Wealth Asset Management, LLC

Position in KRG — Kite Realty Group Trust

CIK 1846151 WOODBURY, MN

Position in KRG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$604,579

+$49,578 QoQ

Shares Held

21,303

-5.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#214

of 396 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,014,903 across 5 REIT - Retail names. KRG ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	7,070	$1,581,205
2	KRG	Kite Realty Group Trust This page	21,303	$604,579
3	O	Realty Income Corp	5,004	$310,047
4	REG	Regency Centers Corp	3,642	$290,413
5	ADC	Agree Realty Corp	3,019	$228,659

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,579	21,303	-5.8%	Shares	Sole	2026-07-09
2026-03-31	$555,001	22,607	-6.5%	Shares	Sole	2026-04-08
2025-12-31	$579,786	24,188	+1.8%	Shares	Sole	2026-01-12
2025-09-30	$530,048	23,769	-0.9%	Shares	Sole	2025-10-14
2025-06-30	$543,350	23,989	+1.6%	Shares	Sole	2025-07-30
2025-03-31	$528,401	23,621	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$594,301	23,546	-0.6%	Shares	Sole	2025-01-15
2024-09-30	$629,153	23,688	+2.9%	Shares	Sole	2024-10-23
2024-06-30	$515,120	23,017	+5.5%	Shares	Sole	2024-08-14
2024-03-31	$472,862	21,811	+1.6%	Shares	Sole	2024-04-19
2023-12-31	$490,987	21,478	+0.6%	Shares	Sole	2024-01-10
2023-09-30	$457,102	21,340	+1.3%	Shares	Sole	2023-11-01
2023-06-30	$470,837	21,076	+1.8%	Shares	Sole	2023-08-04
2023-03-31	$432,939	20,695	+0.8%	Shares	Sole	2023-04-24
2022-12-31	$432,198	20,532	+8.8%	Shares	Sole	2023-02-02
2022-09-30	$325,044	18,876	+1.6%	Shares	Sole	2022-10-14
2022-06-30	$321,075	18,570	+3.3%	Shares	Sole	2022-07-19
2022-03-31	$409,336	17,977	+5.2%	Shares	Sole	2022-05-12
2021-12-31	$372,067	17,083	+56.4%	Shares	Sole	2022-02-10
2021-09-30	$222,412	10,924	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.