Bernzott Capital Advisors: KRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on KRG, newest first. How the timeline and the estimate are built.
Bernzott Capital Advisors held 248,864 KRG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 248,864 sharesChange vs previous 13F -25,318 shares
2.83% of the 13F portfolio, value $7,062,747.
13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 274,182 sharesChange vs previous 13F -9,491 shares
3.23% of the 13F portfolio, value $6,731,170.
13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 283,673 sharesChange vs previous 13F -8,478 shares
3.24% of the 13F portfolio, value $6,799,644.
13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 292,151 sharesChange vs previous 13F +43,675 shares
3.07% of the 13F portfolio, value $6,514,978.
13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 248,476 sharesChange vs previous 13F +3,641 shares
2.87% of the 13F portfolio, value $5,627,992.
13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 244,835 sharesChange vs previous 13F +1,905 shares
2.7% of the 13F portfolio, value $5,476,962.
13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 242,930 sharesChange vs previous 13F -26,200 shares
3.03% of the 13F portfolio, value $6,131,553.
13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 269,130 sharesChange vs previous 13F not available
3.08% of the 13F portfolio, value $7,148,093.
13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).