Position in KRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,875
+$118,410 QoQ
Shares Held
7,219
+105.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 396 holders
Holding Since
Jun 2024
9 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, 2026JONES FINANCIAL COMPANIES LLLP holds $163,018,818 across 26 REIT - Retail names. KRG ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,548,611 | $95,951,937 | |
| 2 | SPG |
Simon Property Group Inc.
|
115,456 | $25,821,734 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
438,503 | $14,628,459 | |
| 4 | ADC |
Agree Realty Corp
|
100,350 | $7,600,508 | |
| 5 | NNN |
Nnn REIT, Inc.
|
144,216 | $6,710,369 | |
| 6 | FRT |
Federal Realty Investment Trust
|
44,003 | $5,431,730 | |
| 7 | REG |
Regency Centers Corp
|
30,323 | $2,417,956 | |
| 8 | KIM |
Kimco Realty Corp
|
59,580 | $1,510,353 |
All Filings in KRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,875 | 7,219 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,465 | 3,522 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,978 | 1,793 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,983 | 1,793 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,912 | 1,718 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,691 | 1,372 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $33,140 | 1,313 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $34,873 | 1,313 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,384 | 1,313 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||