Samalin Investment Counsel, LLC KRG — KITE RLTY GROUP TR

Ownership history in Samalin Investment Counsel, LLC  ·  6 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported KITE RLTY GROUP TR (KRG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows KRG at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Samalin Investment Counsel, LLC's position in KITE RLTY GROUP TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KRG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KRG stock page Samalin Investment Counsel, LLC fund profile Samalin Investment Counsel, LLC full holdings
How Samalin Investment Counsel, LLC held KRG — position size vs. price
% of Fund (quarterly)    KRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,176 -862 -7.8% 0.09% $289K 2026-07-27 $29.48
2026 Q1 ADDED — — — 11,038 +371 +3.5% 0.10% $271K 2026-04-23 $25.77
2025 Q4 REDUCED 21.9% +4.2% ❌ 10,667 -2,985 -21.9% 0.09% $256K 2026-01-30 $22.98
2025 Q3 ADDED — — — 13,652 +2,918 +27.2% 0.10% $304K 2025-10-30 $21.05
2025 Q2 REDUCED — — — 10,734 -221 -2.0% 0.09% $243K 2025-08-07 $20.36
2025 Q1 INITIATED — — — 10,955 — — 0.10% $245K 2025-05-14 $21.18

🏢 Other funds also holding KRG

As of 2026 Q2 — sorted by position size

BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.83% Pensionfund PDN 3Y 7Y 0.99% Pensionfund Sabic 3Y 7Y 0.89% Vert Asset Management LLC 3Y 0.79% EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 0.29% Legacy Wealth Asset Management, LLC 3Y 0.13% Howard Capital Management Group, LLC 3Y 0.08% Abel Hall, LLC 0.08% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.06% State of Alaska, Department of Revenue 3Y 7Y 0.04%

FAQ About Samalin Investment Counsel, LLC and KRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Samalin Investment Counsel, LLC reported owning KRG?

Samalin Investment Counsel, LLC reported KRG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KRG position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for KRG was 0.10% in 2025 Q3.

What is the latest reported KRG position on this page?

The most recent filing on this page is 2026 Q2, when Samalin Investment Counsel, LLC reported 10,176 shares, equal to 0.09% of portfolio, with an estimated market value of $289K.

What does the chart on this KRG ownership page compare?

The chart compares Samalin Investment Counsel, LLC's quarterly KRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Samalin Investment Counsel, LLC time their KRG position?

Based on 13F filing dates vs. subsequent KRG price moves, Samalin Investment Counsel, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on KRG relative to SPY over the holding period was +7.8%.

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