Modern Wealth Management, LLC

Position in KRG — Kite Realty Group Trust

CIK 2001900 KANSAS CITY, MO

Position in KRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$304,714

+$44,142 QoQ

Shares Held

10,737

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#252

of 396 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $9,546,546 across 4 REIT - Retail names. KRG ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	18,640	$4,168,834
2	PECO	Phillips Edison & Company, Inc.	96,847	$4,030,771
3	O	Realty Income Corp	16,821	$1,042,227
4	KRG	Kite Realty Group Trust This page	10,737	$304,714

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,714	10,737	+1.2%	Shares	Other	2026-08-14
2026-03-31	$260,572	10,614	+2.0%	Shares	Other	2026-05-14
2025-12-31	$249,478	10,408	+0.1%	Shares	Other	2026-02-17
2025-09-30	$231,806	10,395	+1.5%	Shares	Other	2025-11-12
2025-06-30	$231,980	10,242	+0.2%	Shares	Sole	2025-11-12
2025-03-31	$228,731	10,225	+0.1%	Shares	Other	2025-06-02
2024-12-31	$257,825	10,215	—	Shares	Other	2025-05-30
No filing history on record for this holder in this stock.