Position in KRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$367,861
+$97,173 QoQ
Shares Held
12,962
+17.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 396 holders
Holding Since
Jun 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, 2026NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. KRG ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,562 | $1,467,591 | |
| 2 | O |
Realty Income Corp
|
17,563 | $1,088,203 | |
| 3 | FRT |
Federal Realty Investment Trust
|
7,960 | $982,582 | |
| 4 | KIM |
Kimco Realty Corp
|
26,717 | $677,275 | |
| 5 | NNN |
Nnn REIT, Inc.
|
13,125 | $610,706 | |
| 6 | KRG |
Kite Realty Group Trust
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|
12,962 | $367,861 | |
| 7 | ADC |
Agree Realty Corp
|
4,242 | $321,289 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
6,887 | $229,750 |
All Filings in KRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,861 | 12,962 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,688 | 11,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $399,507 | 16,667 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $402,693 | 18,058 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $398,436 | 17,591 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $452,254 | 20,217 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $631,908 | 25,036 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $679,750 | 25,593 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $570,980 | 25,513 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $560,904 | 25,872 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $678,004 | 29,659 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $677,343 | 31,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $729,847 | 32,670 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $708,288 | 33,857 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $703,469 | 33,419 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $414,726 | 24,084 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $330,135 | 19,094 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||