Position in KRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$150,641
+$27,057 QoQ
Shares Held
5,308
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 396 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $188,478 across 6 REIT - Retail names. KRG ranks #1 (79.9% of the industry book) .
All Filings in KRG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,641 | 5,308 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $123,584 | 5,034 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $119,346 | 4,979 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $109,827 | 4,925 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $110,373 | 4,873 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $107,756 | 4,817 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $120,319 | 4,767 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $125,522 | 4,726 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $104,783 | 4,682 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $100,400 | 4,631 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $104,813 | 4,585 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $97,203 | 4,538 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $100,462 | 4,497 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $93,114 | 4,451 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $92,767 | 4,407 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $75,061 | 4,359 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $74,606 | 4,315 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $97,501 | 4,282 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $92,565 | 4,250 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||