Skip to main content
Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

KRG holding history

Kite Realty Group Trust in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KRG overviewAll 13F holders of KRGFull Q2 2026 holdings

Shares (Q2 2026)
25,579
Value
$725.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KRG by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,579$725.9K<0.1%+4,806+23.1%AddedHolders
Q1 202620,773$510.0K<0.1%+1,269+6.5%AddedHolders
Q4 202519,504$467.5K<0.1%−846−4.2%ReducedHolders
Q3 202520,350$453.8K<0.1%+3,008+17.3%AddedHolders
Q2 202517,342$392.8K<0.1%−982−5.4%ReducedHolders
Q1 202518,324$409.9K<0.1%−436−2.3%ReducedHolders
Q4 202418,760$473.5K0.1%+52+0.3%AddedHolders
Q3 202418,708$496.9K0.1%+2,889+18.3%AddedHolders
Q2 202415,819$354.0K<0.1%−4,410−21.8%ReducedHolders
Q1 202420,229$438.6K<0.1%+3,559+21.3%AddedHolders
Q4 202316,670$381.1K<0.1%+2,343+16.4%AddedHolders
Q3 202314,327$306.9K<0.1%+52+0.4%AddedHolders
Q2 202314,275$318.9K<0.1%+1,173+9.0%AddedHolders
Q1 202313,102$274.1K<0.1%+1,893+16.9%AddedHolders
Q4 202211,209$235.9K<0.1%−889−7.3%ReducedHolders
Q3 202212,098$208.0K<0.1%−33−0.3%ReducedHolders
Q2 202212,131$210.0K<0.1%+1,836+17.8%AddedHolders
Q1 202210,295$234.0K<0.1%−1,065−9.4%ReducedHolders
Q4 202111,360$247.0K<0.1%+74+0.7%AddedHolders
Q3 202111,286$230.0K<0.1%−7,722−40.6%ReducedHolders
Q2 202119,008$418.0K0.1%+576+3.1%AddedHolders
Q1 202118,432$356.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.