Kite Realty Group Trust
KRG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001286043
No open-market purchases or sales by Kite Realty Group Trust insiders were filed in the last 90 days; 403 institutions reported holding it in 13F filings for Q2 2026, worth $5.83B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Kite Realty Group Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 318
- +101 vs. Q3 2021
- Shares held
- 198.1M
- +110.5M (+126.1%) vs. Q3 2021
- Total value
- $4.31B
- +$2.52B (+141.2%) vs. Q3 2021
- New holders
- 129
- 147 more added
- Sold out
- 28
- 27 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 403 | $5.83B |
| Q1 2026 | 375 | $5.15B |
| Q4 2025 | 363 | $5.16B |
| Q3 2025 | 361 | $4.75B |
| Q2 2025 | 349 | $4.96B |
| Q1 2025 | 359 | $4.65B |
| Q4 2024 | 372 | $5.31B |
| Q3 2024 | 351 | $5.30B |
| Q2 2024 | 343 | $4.44B |
| Q1 2024 | 339 | $4.32B |
| Q4 2023 | 346 | $4.55B |
| Q3 2023 | 320 | $4.59B |
| Q2 2023 | 308 | $4.81B |
| Q1 2023 | 301 | $4.39B |
| Q4 2022 | 312 | $4.55B |
| Q3 2022 | 289 | $3.70B |
| Q2 2022 | 298 | $3.60B |
| Q1 2022 | 315 | $4.75B |
| Q4 2021 | 318 | $4.31B |
| Q3 2021 | 217 | $1.79B |
| Q2 2021 | 205 | $1.80B |
| Q1 2021 | 195 | $1.58B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 30 | $653 | 0.00% | −830−96.5% | Reduced |
| Exane Derivatives | 34 | $740 | 0.00% | +34 | New |
| Tarbox Family Office, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 89 | $1.00K | 0.00% | +50+128.2% | Added |
| Umb Bank N A | 64 | $1.00K | 0.00% | +64 | New |
| Toronto Dominion Bank | 25 | $1.00K | 0.00% | +25 | New |
| Earnest Partners LLC | 52 | $1.00K | 0.00% | +52 | New |
| Elequin Capital LP | 48 | $1.00K | 0.00% | +48 | New |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| TD Private Client Wealth LLC | 56 | $1.22K | 0.00% | +56 | New |
| Bessemer Group Inc | 100 | $2.00K | 0.00% | −209−67.6% | Reduced |
| Column Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 90 | $2.00K | 0.00% | +90 | New |
| FMR LLC | 156 | $3.00K | 0.00% | +111+246.7% | Added |
| Sageworth Trust Co | 205 | $4.00K | 0.00% | −135−39.7% | Reduced |
| Strengthening Families & Communities, LLC | 191 | $4.00K | 0.00% | +191 | New |
| Sound Income Strategies, LLC | 214 | $5.00K | 0.00% | +163+319.6% | Added |
| Meeder Asset Management Inc | 287 | $6.00K | 0.00% | +108+60.3% | Added |
| Bell Investment Advisors, Inc | 261 | $6.00K | 0.00% | +261 | New |
| FinTrust Capital Advisors, LLC | 338 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 324 | $7.00K | 0.00% | +221+214.6% | Added |
| Westside Investment Management, Inc. | 348 | $7.00K | 0.00% | +348 | New |
| IFP Advisors, Inc | 283 | $7.00K | 0.00% | +283 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 311 | $7.00K | 0.00% | +311 | New |
| American Portfolios Advisors | 334 | $7.28K | 0.00% | +334 | New |
| Evoke Wealth, LLC | 423 | $9.00K | 0.00% | +204+93.2% | Added |
| TCI Wealth Advisors, Inc. | 480 | $10.0K | 0.00% | +274+133.0% | Added |
| Tyler-Stone Wealth Management | 487 | $11.0K | 0.01% | +487 | New |
| Stonebridge Capital Advisors LLC | 533 | $12.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 538 | $12.0K | 0.01% | +538 | New |
| Trustcore Financial Services, LLC | 607 | $13.0K | 0.00% | +607 | New |
| Cornerstone Advisory, LLC | 623 | $14.0K | 0.00% | +623 | New |
| Fieldpoint Private Securities, LLC | 683 | $15.0K | 0.00% | +493+259.5% | Added |
| Sageworth Trust Co of South Dakota | 677 | $15.0K | 0.02% | +677 | New |
| AdvisorNet Financial, Inc | 715 | $16.0K | 0.00% | +715 | New |
| Spire Wealth Management | 765 | $17.0K | 0.00% | +713+1,371.2% | Added |
| Northwestern Mutual Wealth Management Co | 762 | $17.0K | 0.00% | +762 | New |
| PEAK6 Investments LLC | 779 | $17.0K | 0.00% | +779 | New |
| Moisand Fitzgerald Tamayo, LLC | 812 | $18.0K | 0.01% | +812 | New |
| Lake Point Wealth Management | 842 | $18.0K | 0.01% | +842 | New |
| Assetmark, Inc | 957 | $21.0K | 0.00% | −92,823−99.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,284 | $28.0K | 0.00% | +1,284 | New |
| Whittier Trust Co | 1,338 | $29.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,441 | $31.0K | 0.02% | +1,441 | New |
| Founders Capital Management | 1,600 | $35.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,661 | $37.0K | 0.01% | +1,661 | New |
| Vestcor Inc | 1,837 | $40.0K | 0.00% | +1,837 | New |
| Lazard Asset Management LLC | 2,008 | $43.0K | 0.00% | +289+16.8% | Added |
| Crescent Capital Consulting, LLC | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,155 | $46.0K | 0.00% | +1,909+776.0% | Added |
| Quadrant Capital Group LLC | 2,129 | $46.0K | 0.01% | +2,030+2,050.5% | Added |
| Lindbrook Capital, LLC | 2,301 | $50.0K | 0.01% | +2,169+1,643.2% | Added |
| TAP Consulting, LLC | 2,473 | $54.0K | 0.01% | +2,473 | New |
| Tradition Wealth Management, LLC | 2,486 | $54.0K | 0.01% | +2,486 | New |
| Versant Capital Management, Inc | 2,620 | $57.0K | 0.02% | +1,202+84.8% | Added |
| Huntington National Bank | 2,629 | $57.0K | 0.00% | +1,444+121.9% | Added |
| Harbor Investment Advisory, LLC | 2,807 | $61.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,807 | $61.0K | 0.00% | +2,807 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,110 | $68.0K | 0.00% | +1,182+61.3% | Added |
| Parallel Advisors, LLC | 3,148 | $69.0K | 0.00% | +3,148 | New |
| C M Bidwell & Associates Ltd | 3,205 | $70.0K | 0.04% | +3,205 | New |
| Retirement Group, LLC | 3,236 | $70.0K | 0.03% | +3,236 | New |
| Retirement Planning Co of New England, Inc. | 3,230 | $70.0K | 0.03% | +3,230 | New |
| Investmark Advisory Group LLC | 3,450 | $75.0K | 0.07% | +3,450 | New |
| Capital Analysts, LLC | 3,609 | $79.0K | 0.00% | +1,674+86.5% | Added |
| Neo Ivy Capital Management | 3,642 | $79.0K | 0.11% | +3,642 | New |
| Steward Partners Investment Advisory, LLC | 3,885 | $85.0K | 0.00% | +3,885 | New |
| SOA Wealth Advisors, LLC. | 4,250 | $92.0K | 0.02% | +4,250 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,420 | $96.0K | 0.00% | +3,777+587.4% | Added |
| CWM, LLC | 4,609 | $100.0K | 0.00% | +4,609 | New |
| TSFG, LLC | 4,641 | $101.0K | 0.04% | +4,641 | New |
| The PNC Financial Services Group, Inc. | 5,633 | $122.0K | 0.00% | +1,243+28.3% | Added |
| State of Wyoming | 5,662 | $123.0K | 0.06% | +5,662 | New |
| Eaton Vance Management | 5,910 | $129.0K | 0.00% | +2,950+99.7% | Added |
| Point72 Hong Kong Ltd | 5,990 | $130.0K | 0.01% | +5,990 | New |
| Proequities, Inc. | 6,780 | $148.0K | 0.01% | +41+0.6% | Added |
| Focus Financial Network, Inc. | 9,396 | $204.6K | 0.03% | +9,396 | New |
| Advisory Resource Group | 10,082 | $211.0K | 0.07% | +18+0.2% | Added |
| Ballentine Partners, LLC | 9,651 | $211.0K | 0.01% | +9,651 | New |
| D.B. Root & Company, LLC | 9,985 | $217.0K | 0.08% | +9,985 | New |
| CIBC Asset Management Inc | 10,116 | $220.0K | 0.00% | −389−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 10,096 | $220.0K | 0.00% | +10,096 | New |
| Cambria Investment Management, L.P. | 10,800 | $235.0K | 0.04% | −276−2.5% | Reduced |
| Connable Office Inc | 10,895 | $237.0K | 0.03% | +10,895 | New |
| Koshinski Asset Management, Inc. | 10,962 | $238.8K | 0.02% | +9,803+845.8% | Added |
| Wealth Management Solutions, LLC | 11,099 | $242.0K | 0.12% | +11,099 | New |
| CFO4Life Group, LLC | 11,275 | $246.0K | 0.05% | +11,275 | New |
| CWM Advisors, LLC | 11,360 | $247.0K | 0.03% | +74+0.7% | Added |
| Shelton Capital Management | 11,573 | $252.0K | 0.01% | +11,573 | New |
| Signaturefd, LLC | 11,579 | $252.0K | 0.01% | +11,579 | New |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $254.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,698 | $255.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 11,721 | $255.0K | 0.00% | +11,721 | New |
| Vision Capital Management, Inc. | 11,986 | $261.0K | 0.04% | +11,986 | New |
| Ci Investments Inc. | 12,551 | $273.0K | 0.00% | +12,551 | New |
| Worth Venture Partners, LLC | 12,850 | $280.0K | 0.14% | +12,850 | New |
| Lincoln National Corp | 13,155 | $287.0K | 0.01% | +13,155 | New |
| Jane Street Group, LLC | 13,243 | $288.0K | 0.00% | −9,652−42.2% | Reduced |