Cornerstone Financial Management LLC
Position in KRG — Kite Realty Group Trust
CIK 2110329
PROVIDENCE, RI
Position in KRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,639
+$1,166 QoQ
Shares Held
93
+55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 396 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cornerstone Financial Management LLC holds $197,729 across 15 REIT - Retail names. KRG ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,243 | $138,976 | |
| 2 | SPG |
Simon Property Group Inc.
|
66 | $14,760 | |
| 3 | ADC |
Agree Realty Corp
|
113 | $8,558 | |
| 4 | GTY |
Getty Realty Corp /Md/
|
171 | $5,704 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
149 | $5,274 | |
| 6 | BFS |
Saul Centers, Inc.
|
139 | $5,197 | |
| 7 | CURB |
Curbline Properties Corp.
|
154 | $4,681 | |
| 8 | NNN |
Nnn REIT, Inc.
|
69 | $3,210 |
All Filings in KRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,639 | 93 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,473 | 60 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,438 | 60 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||