Position in KRG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,335
New position
Shares Held
8,398
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#268
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, 2026LeClair Wealth Partners LLC holds $238,335 across 1 REIT - Retail name. KRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
This page
|
8,398 | $238,335 |
All Filings in KRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,335 | 8,398 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||