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, Q1 2023
Institutional positions in Kite Realty Group Trust as of Mar 31, 2023. 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
- 301
- −4 vs. Q4 2022
- Shares held
- 210.0M
- −5.31M (−2.5%) vs. Q4 2022
- Total value
- $4.39B
- −$140.8M (−3.1%) vs. Q4 2022
- New holders
- 30
- 106 more added
- Sold out
- 34
- 111 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 21 | $439 | 0.00% | +21 | New |
| Duncker Streett & Co Inc | 40 | $837 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $879 | 0.00% | +15+55.6% | Added |
| ClariVest Asset Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 52 | $1.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $1.34K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $1.70K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $1.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $1.99K | 0.00% | −23−19.5% | Reduced |
| Steward Financial Group LLC | 116 | $2.00K | 0.00% | +116 | New |
| Column Capital Advisors, LLC | 100 | $2.09K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $2.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $2.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $3.14K | 0.00% | +26+20.3% | Added |
| Versant Capital Management, Inc | 170 | $3.56K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 181 | $3.79K | 0.00% | +181 | New |
| Strengthening Families & Communities, LLC | 202 | $4.00K | 0.00% | +2+1.0% | Added |
| Bell Investment Advisors, Inc | 241 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 268 | $5.61K | 0.00% | −3−1.1% | Reduced |
| McIlrath & Eck, LLC | 324 | $6.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.07K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 348 | $7.28K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 352 | $7.36K | 0.00% | −641−64.6% | Reduced |
| Farther Finance Advisors, LLC | 370 | $7.74K | 0.00% | +32+9.5% | Added |
| Sound Income Strategies, LLC | 377 | $7.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 475 | $9.94K | 0.00% | −618−56.5% | Reduced |
| Horizon Bancorp Inc | 466 | $10.0K | 0.01% | +466 | New |
| IFP Advisors, Inc | 655 | $10.3K | 0.00% | −7,366−91.8% | Reduced |
| Stonebridge Capital Advisors LLC | 533 | $11.2K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,613 | $11.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 562 | $11.8K | 0.00% | −77−12.1% | Reduced |
| Ci Investments Inc. | 610 | $13.0K | 0.00% | +56+10.1% | Added |
| AdvisorNet Financial, Inc | 715 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 750 | $15.7K | 0.00% | +481+178.8% | Added |
| NewSquare Capital LLC | 751 | $15.7K | 0.00% | +751 | New |
| Moisand Fitzgerald Tamayo, LLC | 790 | $16.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 804 | $16.8K | 0.00% | −827−50.7% | Reduced |
| Spire Wealth Management | 1,025 | $21.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,082 | $22.0K | 0.02% | −63−5.5% | Reduced |
| Sittner & Nelson, LLC | 1,115 | $23.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $26.9K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,475 | $30.8K | 0.01% | +17+1.2% | Added |
| Coston, McIsaac & Partners | 1,537 | $32.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $33.0K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,598 | $33.4K | 0.01% | +1,598 | New |
| Central Trust Co | 1,675 | $35.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,706 | $35.7K | 0.00% | +1,706 | New |
| Bokf, NA | 1,726 | $36.1K | 0.00% | +1,726 | New |
| TD Private Client Wealth LLC | 2,298 | $48.1K | 0.00% | −1,097−32.3% | Reduced |
| Huntington National Bank | 2,397 | $50.1K | 0.00% | −361−13.1% | Reduced |
| Lindbrook Capital, LLC | 2,469 | $51.7K | 0.01% | +19+0.8% | Added |
| Tradition Wealth Management, LLC | 2,486 | $52.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,601 | $54.4K | 0.00% | −1,346−34.1% | Reduced |
| Abound Wealth Management | 2,751 | $57.6K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,805 | $58.7K | 0.01% | +619+28.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,832 | $59.2K | 0.00% | −4,131−59.3% | Reduced |
| Belpointe Asset Management LLC | 2,933 | $61.4K | 0.00% | +750+34.4% | Added |
| Parallel Advisors, LLC | 3,037 | $63.5K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,095 | $64.7K | 0.05% | +215+7.5% | Added |
| Capital Analysts, LLC | 3,125 | $65.0K | 0.00% | −520−14.3% | Reduced |
| TSFG, LLC | 3,395 | $71.0K | 0.03% | −1,246−26.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,475 | $72.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,960 | $82.0K | 0.00% | +3,960 | New |
| Allworth Financial LP | 4,279 | $89.5K | 0.00% | +11+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,427 | $92.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,437 | $93.0K | 0.00% | −1,561−26.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4,451 | $93.1K | 0.02% | +44+1.0% | Added |
| Tower Research Capital LLC (TRC) | 5,407 | $113.0K | 0.00% | −2,722−33.5% | Reduced |
| Harvest Fund Management Co., Ltd | 5,495 | $115.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,490 | $115.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,661 | $120.0K | 0.00% | +222+4.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 6,174 | $124.0K | 0.00% | +3,011+95.2% | Added |
| Graham Capital Wealth Management, LLC | 6,225 | $130.2K | 0.19% | +6,225 | New |
| Proequities, Inc. | 6,801 | $142.3K | 0.01% | −5−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,902 | $165.3K | 0.00% | −3,698−31.9% | Reduced |
| Pacer Advisors, Inc. | 8,370 | $175.1K | 0.00% | −33,616−80.1% | Reduced |
| D.B. Root & Company, LLC | 9,888 | $206.9K | 0.08% | 00.0% | Unchanged |
| Advisory Resource Group | 10,131 | $211.9K | 0.06% | +12+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 10,175 | $213.0K | 0.02% | +10,175 | New |
| Captrust Financial Advisors | 10,378 | $217.1K | 0.00% | +10,378 | New |
| Geneos Wealth Management Inc. | 10,385 | $217.3K | 0.01% | −2,862−21.6% | Reduced |
| Norinchukin Bank, The | 10,434 | $218.3K | 0.00% | +10,434 | New |
| Cetera Investment Advisers | 10,506 | $219.8K | 0.00% | −1,534−12.7% | Reduced |
| Ballentine Partners, LLC | 10,824 | $226.4K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 11,006 | $230.2K | 0.01% | −567−4.9% | Reduced |
| Signaturefd, LLC | 11,260 | $235.6K | 0.01% | +18+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $243.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,721 | $245.2K | 0.00% | −151−1.3% | Reduced |
| CFO4Life Group, LLC | 11,909 | $249.1K | 0.06% | +132+1.1% | Added |
| Profund Advisors LLC | 12,097 | $253.1K | 0.02% | −1,320−9.8% | Reduced |
| Martingale Asset Management L P | 12,348 | $258.3K | 0.00% | −31,160−71.6% | Reduced |
| Cetera Advisor Networks LLC | 12,656 | $264.8K | 0.00% | −836−6.2% | Reduced |
| Man Group plc | – | $268.9K | 0.00% | – | New |
| United Services Automobile Association | 12,954 | $271.0K | 0.01% | −10,475−44.7% | Reduced |
| Franklin Resources Inc | 12,984 | $271.6K | 0.00% | −847−6.1% | Reduced |
| Royal Bank of Canada | 13,128 | $274.0K | 0.00% | −52,716−80.1% | Reduced |
| CWM Advisors, LLC | 13,102 | $274.1K | 0.03% | +1,893+16.9% | Added |
| Lincoln National Corp | 13,315 | $278.6K | 0.01% | +331+2.5% | Added |
| Keybank National Association | 13,447 | $281.3K | 0.00% | +32+0.2% | Added |
| IHT Wealth Management, LLC | 13,581 | $284.1K | 0.02% | +104+0.8% | Added |