Position in KRG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$344,930
-$23,148 QoQ
Shares Held
12,154
-18.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 396 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 6%
Shared 7%
None 86%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $87,602,799 across 20 REIT - Retail names. KRG ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
92,273 | $20,636,855 | |
| 2 | NNN |
Nnn REIT, Inc.
|
404,373 | $18,815,475 | |
| 3 | O |
Realty Income Corp
|
1,367,935 | $12,093,520 | |
| 4 | REG |
Regency Centers Corp
|
82,760 | $6,599,282 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
80,531 | $3,351,700 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
93,482 | $3,118,559 | |
| 7 | FRT |
Federal Realty Investment Trust
|
25,007 | $3,086,864 | |
| 8 | NTST |
NETSTREIT Corp.
|
127,242 | $2,688,623 |
All Filings in KRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,930 | 12,154 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $368,078 | 14,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $357,129 | 14,899 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $296,500 | 13,296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $264,710 | 11,687 | Shares | Sole | 2025-09-26 | |
| 2024-12-31 | $204,746 | 8,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $220,288 | 8,294 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||