COMMONWEALTH EQUITY SERVICES, LLC

Position in KRG — Kite Realty Group Trust

CIK 312272 WALTHAM, MA

Position in KRG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,854,774

+$273,092 QoQ

Shares Held

65,355

+1.4% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#131

of 396 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $74,130,206 across 16 REIT - Retail names. KRG ranks #10 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	416,231	$25,789,672
2	SPG	Simon Property Group Inc.	56,117	$12,550,567
3	KIM	Kimco Realty Corp	345,278	$8,752,797
4	NNN	Nnn REIT, Inc.	132,683	$6,173,739
5	PECO	Phillips Edison & Company, Inc.	128,460	$5,346,505
6	IVT	InvenTrust Properties Corp.	84,148	$2,978,839
7	GTY	Getty Realty Corp /Md/	74,723	$2,492,759
8	REG	Regency Centers Corp	28,382	$2,263,180

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,774	65,355	+1.4%	Shares	Sole	2026-07-29
2026-03-31	$1,581,682	64,427	-6.7%	Shares	Sole	2026-04-27
2025-12-31	$1,655,967	69,085	-7.3%	Shares	Sole	2026-02-12
2025-09-30	$1,662,465	74,550	-11.5%	Shares	Sole	2025-10-22
2025-06-30	$1,908,828	84,275	-2.1%	Shares	Sole	2025-08-06
2025-03-31	$1,924,781	86,043	-5.5%	Shares	Sole	2025-05-09
2024-12-31	$2,298,581	91,069	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$2,456,826	92,501	-8.1%	Shares	Sole	2024-10-18
2024-06-30	$2,253,621	100,698	+5.6%	Shares	Sole	2024-07-31
2024-03-31	$2,068,141	95,394	-5.0%	Shares	Sole	2024-04-29
2023-12-31	$2,294,458	100,370	-1.6%	Shares	Sole	2024-02-06
2023-09-30	$2,185,011	102,008	-1.7%	Shares	Sole	2023-10-23
2023-06-30	$2,319,137	103,811	-2.8%	Shares	Sole	2023-08-10
2023-03-31	$2,233,565	106,767	-1.7%	Shares	Sole	2023-05-11
2022-12-31	$2,286,114	108,604	-1.9%	Shares	Sole	2023-02-07
2022-09-30	$1,906,908	110,738	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$1,835,731	106,173	-3.3%	Shares	Sole	2022-07-19
2022-03-31	$2,498,825	109,742	-1.0%	Shares	Sole	2022-05-04
2021-12-31	$2,414,291	110,849	+198.2%	Shares	Sole	2022-01-31
2021-09-30	$756,883	37,175	-19.8%	Shares	Sole	2021-10-29
2021-06-30	$1,019,613	46,325	-53.0%	Shares	Sole	2021-08-11
2021-03-31	$1,899,467	98,469	-31.5%	Shares	Sole	2021-05-04
2020-12-31	$2,150,544	143,753	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$1,766,181	152,520	-4.8%	Shares	Sole	2020-11-05
2020-06-30	$1,848,892	160,216	+0.4%	Shares	Sole	2020-08-12
2020-03-31	$1,511,781	159,639	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.