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, Q3 2023
Institutional positions in Kite Realty Group Trust as of Sep 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
- 320
- +13 vs. Q2 2023
- Shares held
- 214.2M
- −1.19M (−0.6%) vs. Q2 2023
- Total value
- $4.59B
- −$222.3M (−4.6%) vs. Q2 2023
- New holders
- 30
- 111 more added
- Sold out
- 17
- 117 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 23 | $0 | 0.00% | −42−64.6% | Reduced |
| Toronto Dominion Bank | 6 | $129 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $450 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 25 | $529 | 0.00% | +2+8.7% | Added |
| Earnest Partners LLC | 52 | $1.11K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $1.37K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 76 | $1.63K | 0.00% | −26−25.5% | Reduced |
| RFP Financial Group LLC | 81 | $1.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $1.99K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 116 | $2.00K | 0.00% | +116 | New |
| Farmers & Merchants Investments Inc | 95 | $2.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $2.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $3.64K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 181 | $3.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 183 | $3.78K | 0.00% | +37+25.3% | Added |
| Strengthening Families & Communities, LLC | 206 | $4.00K | 0.00% | +2+1.0% | Added |
| Key Financial Inc | 202 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $4.58K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 265 | $6.00K | 0.00% | −201−43.1% | Reduced |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $6.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.24K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 348 | $7.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 353 | $7.56K | 0.00% | +15+4.4% | Added |
| Sound Income Strategies, LLC | 377 | $8.07K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 378 | $8.10K | 0.00% | −83−18.0% | Reduced |
| Neo Ivy Capital Management | 452 | $10.0K | 0.00% | +452 | New |
| Wolverine Asset Management LLC | 473 | $10.1K | 0.00% | +473 | New |
| EverSource Wealth Advisors, LLC | 475 | $10.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 533 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 567 | $12.0K | 0.00% | −6−1.0% | Reduced |
| Private Trust Co NA | 562 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 583 | $12.5K | 0.01% | +583 | New |
| IFP Advisors, Inc | 655 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 715 | $15.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 751 | $16.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 790 | $16.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 795 | $17.0K | 0.00% | −1,542−66.0% | Reduced |
| Impact Partnership Wealth, LLC | 802 | $17.2K | 0.01% | +802 | New |
| Northwestern Mutual Wealth Management Co | 822 | $17.6K | 0.00% | −179−17.9% | Reduced |
| Spire Wealth Management | 1,025 | $22.0K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,903 | $22.3K | 0.02% | +290+2.5% | Added |
| Covestor Ltd | 1,058 | $23.0K | 0.02% | −21−1.9% | Reduced |
| Sittner & Nelson, LLC | 1,115 | $23.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $27.5K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $32.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $34.3K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,675 | $35.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,781 | $39.0K | 0.00% | +290+19.5% | Added |
| Simplex Trading, LLC | 1,974 | $42.0K | 0.00% | −427−17.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,081 | $45.0K | 0.00% | −986−32.1% | Reduced |
| Huntington National Bank | 2,211 | $47.3K | 0.00% | −153−6.5% | Reduced |
| Lindbrook Capital, LLC | 2,431 | $52.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,486 | $53.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,601 | $55.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2,751 | $58.9K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,170 | $67.9K | 0.05% | +75+2.4% | Added |
| Capital Analysts, LLC | 3,171 | $68.0K | 0.00% | +22+0.7% | Added |
| KBC Group NV | 3,301 | $71.0K | 0.00% | +3,301 | New |
| Parallel Advisors, LLC | 3,360 | $72.0K | 0.00% | +300+9.8% | Added |
| TSFG, LLC | 3,395 | $73.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,475 | $74.4K | 0.00% | +11+0.3% | Added |
| Quadrant Capital Group LLC | 4,274 | $91.5K | 0.01% | +101+2.4% | Added |
| SOA Wealth Advisors, LLC. | 4,538 | $97.2K | 0.02% | +41+0.9% | Added |
| CWM, LLC | 4,725 | $101.0K | 0.00% | −387−7.6% | Reduced |
| Lazard Asset Management LLC | 4,977 | $106.0K | 0.00% | +634+14.6% | Added |
| Retirement Group, LLC | 5,490 | $117.6K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,495 | $118.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 5,874 | $125.8K | 0.01% | −907−13.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,009 | $128.7K | 0.00% | −6,303−51.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,050 | $151.0K | 0.00% | −753−9.7% | Reduced |
| VitalStone Financial, LLC | 7,721 | $161.0K | 0.14% | +7,721 | New |
| Geneos Wealth Management Inc. | 7,955 | $170.4K | 0.01% | +14+0.2% | Added |
| Column Capital Advisors, LLC | 8,341 | $178.7K | 0.03% | +8,241+8,241.0% | Added |
| Bessemer Group Inc | 8,615 | $185.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,468 | $202.8K | 0.00% | +9,468 | New |
| Point72 Middle East FZE | 9,757 | $209.0K | 0.01% | +9,757 | New |
| D.B. Root & Company, LLC | 9,888 | $211.8K | 0.08% | 00.0% | Unchanged |
| Oak Thistle LLC | 9,905 | $212.2K | 0.06% | +9,905 | New |
| Advisory Resource Group | 10,144 | $217.3K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 10,183 | $218.1K | 0.01% | −823−7.5% | Reduced |
| Profund Advisors LLC | 10,545 | $225.9K | 0.01% | −409−3.7% | Reduced |
| Cetera Advisor Networks LLC | 10,690 | $229.0K | 0.00% | −496−4.4% | Reduced |
| Bridgefront Capital, LLC | 10,751 | $230.3K | 0.16% | +10,751 | New |
| Ballentine Partners, LLC | 10,751 | $230.3K | 0.01% | −50−0.5% | Reduced |
| Norinchukin Bank, The | 10,961 | $234.8K | 0.01% | +689+6.7% | Added |
| Signaturefd, LLC | 11,424 | $244.7K | 0.01% | +9+0.1% | Added |
| Captrust Financial Advisors | 11,572 | $247.9K | 0.00% | +825+7.7% | Added |
| Two Sigma Investments, LP | 11,600 | $248.5K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,643 | $249.4K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 11,783 | $252.4K | 0.00% | +535+4.8% | Added |
| CIBC Private Wealth Group, LLC | 12,018 | $257.4K | 0.00% | +852+7.6% | Added |
| CFO4Life Group, LLC | 12,175 | $260.8K | 0.06% | +127+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 12,447 | $266.6K | 0.00% | +1,891+17.9% | Added |
| Metis Global Partners, LLC | 12,864 | $275.5K | 0.01% | +356+2.8% | Added |
| Twinbeech Capital LP | 13,016 | $278.8K | 0.01% | +13,016 | New |
| Steward Partners Investment Advisory, LLC | 13,053 | $279.6K | 0.00% | +510+4.1% | Added |
| D. E. Shaw & Co., Inc. | 13,182 | $282.4K | 0.00% | +13,182 | New |
| Keybank National Association | 13,382 | $286.6K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 13,516 | $289.5K | 0.00% | +13,516 | New |