BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in KRG — Kite Realty Group Trust
CIK 2010186
CINCINNATI, OH
Position in KRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,385
New position
Shares Held
225
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 396 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. KRG ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
This page
|
225 | $6,385 |
All Filings in KRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,385 | 225 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||