Smallwood Wealth Investment Management, LLC
Position in KRG — Kite Realty Group Trust
CIK 1921304
RED BANK, NJ
Position in KRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$49,608
+$6,695 QoQ
Shares Held
1,748
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#311
of 396 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $264,434 across 7 REIT - Retail names. KRG ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
5,507 | $194,947 | |
| 2 | KRG |
Kite Realty Group Trust
This page
|
1,748 | $49,608 | |
| 3 | ADC |
Agree Realty Corp
|
200 | $15,148 | |
| 4 | SPG |
Simon Property Group Inc.
|
20 | $4,473 | |
| 5 | CURB |
Curbline Properties Corp.
|
8 | $243 | |
| 6 | SITC |
SITE Centers Corp.
|
4 | $15 | |
| 7 | O |
Realty Income Corp
|
0 | $0 |
All Filings in KRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,608 | 1,748 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $42,913 | 1,748 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,899 | 1,748 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $38,980 | 1,748 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,073 | 1,107 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $24,763 | 1,107 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||