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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 16,190 | $362.0K | 0.03% | +1,018+6.7% | Added |
| Stephens Inc | 15,715 | $351.1K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,233 | $340.3K | 0.15% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 15,200 | $339.6K | 0.19% | +400+2.7% | Added |
| Cerity Partners LLC | 14,407 | $321.9K | 0.00% | +14,407 | New |
| CWM Advisors, LLC | 14,275 | $318.9K | 0.04% | +1,173+9.0% | Added |
| Verdence Capital Advisors LLC | 14,043 | $313.7K | 0.04% | −1,381−9.0% | Reduced |
| Corton Capital Inc. | 13,772 | $307.7K | 0.14% | +13,772 | New |
| HighTower Advisors, LLC | 13,895 | $306.0K | 0.00% | +13,895 | New |
| IHT Wealth Management, LLC | 13,671 | $305.4K | 0.02% | +90+0.7% | Added |
| Lincoln National Corp | 13,618 | $304.2K | 0.01% | +303+2.3% | Added |
| Keybank National Association | 13,382 | $299.0K | 0.00% | −65−0.5% | Reduced |
| United Services Automobile Association | 13,217 | $295.3K | 0.01% | +263+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,543 | $280.2K | 0.00% | +822+7.0% | Added |
| Metis Global Partners, LLC | 12,508 | $279.4K | 0.02% | +12,508 | New |
| Advisor Partners II, LLC | 12,437 | $277.8K | 0.01% | +12,437 | New |
| Tower Research Capital LLC (TRC) | 12,312 | $275.1K | 0.01% | +6,905+127.7% | Added |
| CFO4Life Group, LLC | 12,048 | $269.2K | 0.06% | +139+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $260.1K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,600 | $259.1K | 0.00% | −4,700−28.8% | Reduced |
| Signaturefd, LLC | 11,415 | $255.0K | 0.01% | +155+1.4% | Added |
| Creative Planning | 11,248 | $251.3K | 0.00% | −3,309−22.7% | Reduced |
| Cetera Advisor Networks LLC | 11,186 | $249.9K | 0.00% | −1,470−11.6% | Reduced |
| CIBC Private Wealth Group, LLC | 11,166 | $249.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 11,006 | $245.9K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,954 | $244.7K | 0.01% | −1,143−9.4% | Reduced |
| Ballentine Partners, LLC | 10,801 | $241.3K | 0.01% | −23−0.2% | Reduced |
| Captrust Financial Advisors | 10,747 | $240.1K | 0.00% | +369+3.6% | Added |
| State of Wyoming | 10,641 | $237.7K | 0.07% | −12,142−53.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,556 | $235.8K | 0.00% | +7,724+272.7% | Added |
| Bayesian Capital Management, LP | 10,400 | $232.3K | 0.02% | +10,400 | New |
| Norinchukin Bank, The | 10,272 | $229.5K | 0.00% | −162−1.6% | Reduced |
| Advisory Resource Group | 10,144 | $226.6K | 0.06% | +13+0.1% | Added |
| D.B. Root & Company, LLC | 9,888 | $220.9K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,615 | $192.0K | 0.00% | +8,615 | New |
| Geneos Wealth Management Inc. | 7,941 | $177.4K | 0.01% | −2,444−23.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,803 | $174.3K | 0.00% | −99−1.3% | Reduced |
| Proequities, Inc. | 6,781 | $151.5K | 0.01% | −20−0.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,495 | $123.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,490 | $122.6K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 5,112 | $114.0K | 0.00% | +675+15.2% | Added |
| SOA Wealth Advisors, LLC. | 4,497 | $100.5K | 0.02% | +46+1.0% | Added |
| Lazard Asset Management LLC | 4,343 | $97.0K | 0.00% | +383+9.7% | Added |
| Quadrant Capital Group LLC | 4,173 | $93.2K | 0.01% | +1,368+48.8% | Added |
| Harbor Investment Advisory, LLC | 3,475 | $77.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,464 | $77.4K | 0.00% | −815−19.0% | Reduced |
| TSFG, LLC | 3,395 | $76.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,149 | $70.0K | 0.00% | +24+0.8% | Added |
| C M Bidwell & Associates Ltd | 3,095 | $69.1K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,060 | $68.4K | 0.00% | +23+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,067 | $68.0K | 0.00% | −3,107−50.3% | Reduced |
| Abound Wealth Management | 2,751 | $61.5K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,601 | $58.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,486 | $56.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,431 | $54.3K | 0.01% | −38−1.5% | Reduced |
| Simplex Trading, LLC | 2,401 | $53.0K | 0.00% | +2,401 | New |
| Huntington National Bank | 2,364 | $52.8K | 0.00% | −33−1.4% | Reduced |
| TD Private Client Wealth LLC | 2,337 | $52.2K | 0.00% | +39+1.7% | Added |
| WealthPLAN Partners, LLC | 1,955 | $43.7K | 0.01% | +249+14.6% | Added |
| Central Trust Co | 1,675 | $37.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $35.7K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,412 | $31.5K | 0.00% | −314−18.2% | Reduced |
| Strategic Investment Solutions, Inc. | 1,617 | $31.2K | 0.01% | +19+1.2% | Added |
| Ronald Blue Trust, Inc. | 1,491 | $31.0K | 0.00% | −4,170−73.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,284 | $28.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,115 | $24.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,079 | $24.0K | 0.02% | −3−0.3% | Reduced |
| Spire Wealth Management | 1,025 | $22.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,001 | $22.4K | 0.00% | +197+24.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 790 | $17.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 751 | $16.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 715 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 573 | $13.0K | 0.00% | −37−6.1% | Reduced |
| Private Trust Co NA | 562 | $12.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 533 | $11.9K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,613 | $11.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 475 | $10.6K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 461 | $10.3K | 0.01% | +461 | New |
| IFP Advisors, Inc | 655 | $10.3K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 466 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $8.42K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 348 | $7.78K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 338 | $7.55K | 0.00% | −32−8.6% | Reduced |
| Whittier Trust Co | 338 | $7.55K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $7.24K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | +267 | New |
| Strengthening Families & Communities, LLC | 204 | $5.00K | 0.00% | +2+1.0% | Added |
| Bell Investment Advisors, Inc | 214 | $4.78K | 0.00% | −27−11.2% | Reduced |
| Key Financial Inc | 202 | $4.51K | 0.00% | +202 | New |
| GHP Investment Advisors, Inc. | 181 | $4.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 146 | $3.26K | 0.00% | −8−5.2% | Reduced |
| Concord Wealth Partners | 114 | $2.55K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $2.08K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 90 | $2.01K | 0.00% | +90 | New |
| ClariVest Asset Management LLC | 65 | $2.00K | 0.00% | +23+54.8% | Added |