Abound Wealth Management

Position in KRG — Kite Realty Group Trust

CIK 1950323 FRANKLIN, TN

Position in KRG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$78,073

+$10,536 QoQ

Shares Held

2,751

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#301

of 396 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Abound Wealth Management holds $110,458 across 7 REIT - Retail names. KRG ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRG	Kite Realty Group Trust This page	2,751	$78,073
2	SPG	Simon Property Group Inc.	84	$18,786
3	O	Realty Income Corp	203	$12,577
4	SKT	Tanger Inc.	8	$315
5	EPRT	Essential Properties Realty Trust, Inc.	10	$298
6	CURB	Curbline Properties Corp.	8	$243
7	GTY	Getty Realty Corp /Md/	5	$166

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,073	2,751	0.0%	Shares	Sole	2026-07-10
2026-03-31	$67,537	2,751	0.0%	Shares	Sole	2026-04-10
2025-12-31	$65,941	2,751	0.0%	Shares	Sole	2026-01-12
2025-09-30	$61,347	2,751	0.0%	Shares	Sole	2025-10-10
2025-06-30	$62,310	2,751	0.0%	Shares	Sole	2025-07-14
2025-03-31	$61,539	2,751	0.0%	Shares	Sole	2025-04-17
2024-12-31	$69,435	2,751	0.0%	Shares	Sole	2025-01-13
2024-09-30	$73,066	2,751	0.0%	Shares	Sole	2024-11-04
2024-06-30	$61,567	2,751	0.0%	Shares	Sole	2024-08-09
2024-03-31	$59,641	2,751	0.0%	Shares	Sole	2024-08-08
2023-12-31	$62,887	2,751	0.0%	Shares	Sole	2024-08-08
2023-09-30	$58,926	2,751	0.0%	Shares	Sole	2024-08-08
2023-06-30	$61,457	2,751	0.0%	Shares	Sole	2024-08-08
2023-03-31	$57,550	2,751	0.0%	Shares	Sole	2024-08-07
2022-12-31	$57,908	2,751	0.0%	Shares	Sole	2024-08-07
2022-09-30	$47,372	2,751	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.