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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 13,581 | $284.1K | 0.02% | +104+0.8% | Added |
| Keybank National Association | 13,447 | $281.3K | 0.00% | +32+0.2% | Added |
| Lincoln National Corp | 13,315 | $278.6K | 0.01% | +331+2.5% | Added |
| CWM Advisors, LLC | 13,102 | $274.1K | 0.03% | +1,893+16.9% | Added |
| Royal Bank of Canada | 13,128 | $274.0K | 0.00% | −52,716−80.1% | Reduced |
| Franklin Resources Inc | 12,984 | $271.6K | 0.00% | −847−6.1% | Reduced |
| United Services Automobile Association | 12,954 | $271.0K | 0.01% | −10,475−44.7% | Reduced |
| Man Group plc | – | $268.9K | 0.00% | – | New |
| Cetera Advisor Networks LLC | 12,656 | $264.8K | 0.00% | −836−6.2% | Reduced |
| Martingale Asset Management L P | 12,348 | $258.3K | 0.00% | −31,160−71.6% | Reduced |
| Profund Advisors LLC | 12,097 | $253.1K | 0.02% | −1,320−9.8% | Reduced |
| CFO4Life Group, LLC | 11,909 | $249.1K | 0.06% | +132+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,721 | $245.2K | 0.00% | −151−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $243.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,260 | $235.6K | 0.01% | +18+0.2% | Added |
| Shelton Capital Management | 11,006 | $230.2K | 0.01% | −567−4.9% | Reduced |
| Ballentine Partners, LLC | 10,824 | $226.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,506 | $219.8K | 0.00% | −1,534−12.7% | Reduced |
| Norinchukin Bank, The | 10,434 | $218.3K | 0.00% | +10,434 | New |
| Geneos Wealth Management Inc. | 10,385 | $217.3K | 0.01% | −2,862−21.6% | Reduced |
| Captrust Financial Advisors | 10,378 | $217.1K | 0.00% | +10,378 | New |
| Dynamic Technology Lab Private Ltd | 10,175 | $213.0K | 0.02% | +10,175 | New |
| Advisory Resource Group | 10,131 | $211.9K | 0.06% | +12+0.1% | Added |
| D.B. Root & Company, LLC | 9,888 | $206.9K | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,370 | $175.1K | 0.00% | −33,616−80.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,902 | $165.3K | 0.00% | −3,698−31.9% | Reduced |
| Proequities, Inc. | 6,801 | $142.3K | 0.01% | −5−0.1% | Reduced |
| Graham Capital Wealth Management, LLC | 6,225 | $130.2K | 0.19% | +6,225 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6,174 | $124.0K | 0.00% | +3,011+95.2% | Added |
| Ronald Blue Trust, Inc. | 5,661 | $120.0K | 0.00% | +222+4.1% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 5,407 | $113.0K | 0.00% | −2,722−33.5% | Reduced |
| SOA Wealth Advisors, LLC. | 4,451 | $93.1K | 0.02% | +44+1.0% | Added |
| CWM, LLC | 4,437 | $93.0K | 0.00% | −1,561−26.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,427 | $92.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,279 | $89.5K | 0.00% | +11+0.3% | Added |
| Lazard Asset Management LLC | 3,960 | $82.0K | 0.00% | +3,960 | New |
| Harbor Investment Advisory, LLC | 3,475 | $72.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,395 | $71.0K | 0.03% | −1,246−26.8% | Reduced |
| Capital Analysts, LLC | 3,125 | $65.0K | 0.00% | −520−14.3% | Reduced |
| C M Bidwell & Associates Ltd | 3,095 | $64.7K | 0.05% | +215+7.5% | Added |
| Parallel Advisors, LLC | 3,037 | $63.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,933 | $61.4K | 0.00% | +750+34.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,832 | $59.2K | 0.00% | −4,131−59.3% | Reduced |
| Quadrant Capital Group LLC | 2,805 | $58.7K | 0.01% | +619+28.3% | Added |
| Abound Wealth Management | 2,751 | $57.6K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,601 | $54.4K | 0.00% | −1,346−34.1% | Reduced |
| Tradition Wealth Management, LLC | 2,486 | $52.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,469 | $51.7K | 0.01% | +19+0.8% | Added |
| Huntington National Bank | 2,397 | $50.1K | 0.00% | −361−13.1% | Reduced |
| TD Private Client Wealth LLC | 2,298 | $48.1K | 0.00% | −1,097−32.3% | Reduced |
| Bokf, NA | 1,726 | $36.1K | 0.00% | +1,726 | New |
| WealthPLAN Partners, LLC | 1,706 | $35.7K | 0.00% | +1,706 | New |
| Central Trust Co | 1,675 | $35.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,598 | $33.4K | 0.01% | +1,598 | New |
| Founders Capital Management | 1,600 | $33.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $32.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,475 | $30.8K | 0.01% | +17+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,284 | $26.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,115 | $23.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,082 | $22.0K | 0.02% | −63−5.5% | Reduced |
| Spire Wealth Management | 1,025 | $21.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 804 | $16.8K | 0.00% | −827−50.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 790 | $16.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 751 | $15.7K | 0.00% | +751 | New |
| TCI Wealth Advisors, Inc. | 750 | $15.7K | 0.00% | +481+178.8% | Added |
| AdvisorNet Financial, Inc | 715 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 610 | $13.0K | 0.00% | +56+10.1% | Added |
| Private Trust Co NA | 562 | $11.8K | 0.00% | −77−12.1% | Reduced |
| Retirement Guys Formula LLC | 11,613 | $11.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 533 | $11.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 655 | $10.3K | 0.00% | −7,366−91.8% | Reduced |
| Horizon Bancorp Inc | 466 | $10.0K | 0.01% | +466 | New |
| EverSource Wealth Advisors, LLC | 475 | $9.94K | 0.00% | −618−56.5% | Reduced |
| Sound Income Strategies, LLC | 377 | $7.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $7.74K | 0.00% | +32+9.5% | Added |
| Advisory Services Network, LLC | 352 | $7.36K | 0.00% | −641−64.6% | Reduced |
| Westside Investment Management, Inc. | 348 | $7.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $6.78K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 268 | $5.61K | 0.00% | −3−1.1% | Reduced |
| Bell Investment Advisors, Inc | 241 | $5.04K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 202 | $4.00K | 0.00% | +2+1.0% | Added |
| GHP Investment Advisors, Inc. | 181 | $3.79K | 0.00% | +181 | New |
| Versant Capital Management, Inc | 170 | $3.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $3.14K | 0.00% | +26+20.3% | Added |
| Concord Wealth Partners | 114 | $2.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $2.15K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 116 | $2.00K | 0.00% | +116 | New |
| Farmers & Merchants Investments Inc | 95 | $1.99K | 0.00% | −23−19.5% | Reduced |
| Massmutual Trust Co FSB | 93 | $1.95K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $1.70K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $1.34K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 52 | $1.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $879 | 0.00% | +15+55.6% | Added |
| Duncker Streett & Co Inc | 40 | $837 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 21 | $439 | 0.00% | +21 | New |