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, Q2 2023
Institutional positions in Kite Realty Group Trust as of Jun 30, 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
- 308
- +7 vs. Q1 2023
- Shares held
- 215.5M
- +5.52M (+2.6%) vs. Q1 2023
- Total value
- $4.81B
- +$422.0M (+9.6%) vs. Q1 2023
- New holders
- 27
- 111 more added
- Sold out
- 20
- 110 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 6 | $0 | 0.00% | +6 | New |
| Glassman Wealth Services | 21 | $469 | 0.00% | +21 | New |
| Horizon Investments, LLC | 23 | $508 | 0.00% | +2+9.5% | Added |
| Duncker Streett & Co Inc | 40 | $894 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 52 | $1.16K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 62 | $1.39K | 0.00% | +62 | New |
| Umb Bank N A | 64 | $1.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $1.81K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 65 | $2.00K | 0.00% | +23+54.8% | Added |
| Heritage Wealth Advisors | 90 | $2.01K | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 93 | $2.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.12K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $2.15K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $2.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 146 | $3.26K | 0.00% | −8−5.2% | Reduced |
| Versant Capital Management, Inc | 170 | $3.80K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 181 | $4.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 202 | $4.51K | 0.00% | +202 | New |
| Bell Investment Advisors, Inc | 214 | $4.78K | 0.00% | −27−11.2% | Reduced |
| Strengthening Families & Communities, LLC | 204 | $5.00K | 0.00% | +2+1.0% | Added |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | +267 | New |
| McIlrath & Eck, LLC | 324 | $7.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 338 | $7.55K | 0.00% | −32−8.6% | Reduced |
| Westside Investment Management, Inc. | 348 | $7.78K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $8.42K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 466 | $10.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 655 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 461 | $10.3K | 0.01% | +461 | New |
| EverSource Wealth Advisors, LLC | 475 | $10.6K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,613 | $11.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 533 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 562 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 573 | $13.0K | 0.00% | −37−6.1% | Reduced |
| AdvisorNet Financial, Inc | 715 | $16.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 751 | $16.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 790 | $17.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,001 | $22.4K | 0.00% | +197+24.5% | Added |
| Spire Wealth Management | 1,025 | $22.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,079 | $24.0K | 0.02% | −3−0.3% | Reduced |
| Sittner & Nelson, LLC | 1,115 | $24.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $28.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,491 | $31.0K | 0.00% | −4,170−73.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,617 | $31.2K | 0.01% | +19+1.2% | Added |
| Bokf, NA | 1,412 | $31.5K | 0.00% | −314−18.2% | Reduced |
| Coston, McIsaac & Partners | 1,537 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $35.7K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,675 | $37.4K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,955 | $43.7K | 0.01% | +249+14.6% | Added |
| TD Private Client Wealth LLC | 2,337 | $52.2K | 0.00% | +39+1.7% | Added |
| Huntington National Bank | 2,364 | $52.8K | 0.00% | −33−1.4% | Reduced |
| Simplex Trading, LLC | 2,401 | $53.0K | 0.00% | +2,401 | New |
| Lindbrook Capital, LLC | 2,431 | $54.3K | 0.01% | −38−1.5% | Reduced |
| Tradition Wealth Management, LLC | 2,486 | $56.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,601 | $58.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2,751 | $61.5K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,067 | $68.0K | 0.00% | −3,107−50.3% | Reduced |
| Parallel Advisors, LLC | 3,060 | $68.4K | 0.00% | +23+0.8% | Added |
| C M Bidwell & Associates Ltd | 3,095 | $69.1K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,149 | $70.0K | 0.00% | +24+0.8% | Added |
| TSFG, LLC | 3,395 | $76.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,464 | $77.4K | 0.00% | −815−19.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,475 | $77.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,173 | $93.2K | 0.01% | +1,368+48.8% | Added |
| Lazard Asset Management LLC | 4,343 | $97.0K | 0.00% | +383+9.7% | Added |
| SOA Wealth Advisors, LLC. | 4,497 | $100.5K | 0.02% | +46+1.0% | Added |
| CWM, LLC | 5,112 | $114.0K | 0.00% | +675+15.2% | Added |
| Retirement Group, LLC | 5,490 | $122.6K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,495 | $123.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 6,781 | $151.5K | 0.01% | −20−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 7,803 | $174.3K | 0.00% | −99−1.3% | Reduced |
| Geneos Wealth Management Inc. | 7,941 | $177.4K | 0.01% | −2,444−23.5% | Reduced |
| Bessemer Group Inc | 8,615 | $192.0K | 0.00% | +8,615 | New |
| D.B. Root & Company, LLC | 9,888 | $220.9K | 0.08% | 00.0% | Unchanged |
| Advisory Resource Group | 10,144 | $226.6K | 0.06% | +13+0.1% | Added |
| Norinchukin Bank, The | 10,272 | $229.5K | 0.00% | −162−1.6% | Reduced |
| Bayesian Capital Management, LP | 10,400 | $232.3K | 0.02% | +10,400 | New |
| Allspring Global Investments Holdings, LLC | 10,556 | $235.8K | 0.00% | +7,724+272.7% | Added |
| State of Wyoming | 10,641 | $237.7K | 0.07% | −12,142−53.3% | Reduced |
| Captrust Financial Advisors | 10,747 | $240.1K | 0.00% | +369+3.6% | Added |
| Ballentine Partners, LLC | 10,801 | $241.3K | 0.01% | −23−0.2% | Reduced |
| Profund Advisors LLC | 10,954 | $244.7K | 0.01% | −1,143−9.4% | Reduced |
| Shelton Capital Management | 11,006 | $245.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,166 | $249.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,186 | $249.9K | 0.00% | −1,470−11.6% | Reduced |
| Creative Planning | 11,248 | $251.3K | 0.00% | −3,309−22.7% | Reduced |
| Signaturefd, LLC | 11,415 | $255.0K | 0.01% | +155+1.4% | Added |
| Two Sigma Investments, LP | 11,600 | $259.1K | 0.00% | −4,700−28.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $260.1K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 12,048 | $269.2K | 0.06% | +139+1.2% | Added |
| Tower Research Capital LLC (TRC) | 12,312 | $275.1K | 0.01% | +6,905+127.7% | Added |
| Advisor Partners II, LLC | 12,437 | $277.8K | 0.01% | +12,437 | New |
| Metis Global Partners, LLC | 12,508 | $279.4K | 0.02% | +12,508 | New |
| Steward Partners Investment Advisory, LLC | 12,543 | $280.2K | 0.00% | +822+7.0% | Added |
| United Services Automobile Association | 13,217 | $295.3K | 0.01% | +263+2.0% | Added |
| Keybank National Association | 13,382 | $299.0K | 0.00% | −65−0.5% | Reduced |
| Lincoln National Corp | 13,618 | $304.2K | 0.01% | +303+2.3% | Added |
| IHT Wealth Management, LLC | 13,671 | $305.4K | 0.02% | +90+0.7% | Added |
| HighTower Advisors, LLC | 13,895 | $306.0K | 0.00% | +13,895 | New |