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, Q4 2023
Institutional positions in Kite Realty Group Trust as of Dec 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
- 346
- +32 vs. Q3 2023
- Shares held
- 199.1M
- −9.71M (−4.6%) vs. Q3 2023
- Total value
- $4.55B
- +$78.3M (+1.8%) vs. Q3 2023
- New holders
- 55
- 102 more added
- Sold out
- 23
- 133 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Umb Bank N A | 1 | $23 | 0.00% | −63−98.4% | Reduced |
| Toronto Dominion Bank | 6 | $137 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $137 | 0.00% | +6 | New |
| Horizon Investments, LLC | 21 | $475 | 0.00% | −4−16.0% | Reduced |
| ClariVest Asset Management LLC | 23 | $526 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $1.21K | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 54 | $1.24K | 0.00% | +54 | New |
| Arlington Trust Co LLC | 58 | $1.33K | 0.00% | +58 | New |
| Valley National Advisers Inc | 115 | $2.00K | 0.00% | +115 | New |
| Farmers & Merchants Investments Inc | 95 | $2.17K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 112 | $2.56K | 0.00% | +112 | New |
| Concord Wealth Partners | 114 | $2.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 156 | $3.57K | 0.00% | +63+67.7% | Added |
| Versant Capital Management, Inc | 170 | $3.89K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 163 | $4.00K | 0.00% | +163 | New |
| Key Financial Inc | 202 | $4.62K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 209 | $4.77K | 0.00% | +3+1.5% | Added |
| Global Retirement Partners, LLC | 223 | $4.87K | 0.00% | +40+21.9% | Added |
| Westside Investment Management, Inc. | 249 | $5.69K | 0.00% | −99−28.4% | Reduced |
| Tennessee Valley Asset Management Partners | 256 | $5.85K | 0.00% | +256 | New |
| Horizon Bancorp Inc | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 276 | $6.31K | 0.00% | +276 | New |
| TD Private Client Wealth LLC | 298 | $6.81K | 0.00% | −497−62.5% | Reduced |
| McIlrath & Eck, LLC | 324 | $7.41K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 346 | $7.91K | 0.00% | +346 | New |
| Sound Income Strategies, LLC | 377 | $8.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 448 | $10.2K | 0.00% | +95+26.9% | Added |
| Allspring Global Investments Holdings, LLC | 484 | $11.1K | 0.00% | −11,963−96.1% | Reduced |
| Private Trust Co NA | 488 | $11.2K | 0.00% | −74−13.2% | Reduced |
| Sofos Investments, Inc. | 497 | $11.4K | 0.00% | +497 | New |
| EverSource Wealth Advisors, LLC | 524 | $12.0K | 0.00% | +49+10.3% | Added |
| West Tower Group, LLC | 531 | $12.1K | 0.02% | +153+40.5% | Added |
| Harbour Investments, Inc. | 548 | $12.5K | 0.00% | +548 | New |
| GAMMA Investing LLC | 599 | $12.8K | 0.00% | +599 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 583 | $13.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 655 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 702 | $16.0K | 0.01% | +702 | New |
| AdvisorNet Financial, Inc | 740 | $16.9K | 0.00% | +25+3.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 790 | $18.1K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 802 | $18.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 831 | $19.0K | 0.00% | +9+1.1% | Added |
| Spire Wealth Management | 1,025 | $22.1K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,903 | $23.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,058 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,115 | $25.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $29.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,309 | $29.9K | 0.03% | +1,309 | New |
| Bell Investment Advisors, Inc | 1,318 | $30.1K | 0.01% | +1,104+515.9% | Added |
| Coston, McIsaac & Partners | 1,537 | $35.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,580 | $36.1K | 0.00% | −631−28.5% | Reduced |
| Founders Capital Management | 1,600 | $36.6K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,653 | $37.8K | 0.01% | −101,136−98.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,647 | $38.0K | 0.00% | −434−20.9% | Reduced |
| Central Trust Co | 1,675 | $38.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,709 | $39.1K | 0.01% | +1,709 | New |
| Wolverine Asset Management LLC | 1,800 | $41.1K | 0.00% | +1,327+280.5% | Added |
| Ronald Blue Trust, Inc. | 2,523 | $54.0K | 0.00% | +742+41.7% | Added |
| Tradition Wealth Management, LLC | 2,486 | $57.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,593 | $59.3K | 0.01% | +162+6.7% | Added |
| GWM Advisors LLC | 2,601 | $59.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,612 | $60.0K | 0.00% | −559−17.6% | Reduced |
| Abound Wealth Management | 2,751 | $62.9K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,803 | $64.0K | 0.00% | −1,922−40.7% | Reduced |
| Parallel Advisors, LLC | 3,022 | $69.1K | 0.00% | −338−10.1% | Reduced |
| C M Bidwell & Associates Ltd | 3,090 | $70.6K | 0.05% | −80−2.5% | Reduced |
| KBC Group NV | 3,301 | $75.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,314 | $75.8K | 0.01% | −2,560−43.6% | Reduced |
| TSFG, LLC | 3,395 | $78.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,486 | $79.7K | 0.00% | +11+0.3% | Added |
| Quadrant Capital Group LLC | 4,158 | $95.1K | 0.01% | −116−2.7% | Reduced |
| SOA Wealth Advisors, LLC. | 4,585 | $104.8K | 0.02% | +47+1.0% | Added |
| Creekmur Asset Management LLC | 4,661 | $106.5K | 0.03% | +4,661 | New |
| Simplex Trading, LLC | 4,695 | $107.0K | 0.00% | +2,721+137.8% | Added |
| Lazard Asset Management LLC | 5,012 | $114.0K | 0.00% | +35+0.7% | Added |
| Harvest Fund Management Co., Ltd | 5,495 | $126.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,733 | $131.1K | 0.00% | −1,317−18.7% | Reduced |
| Retirement Group, LLC | 5,928 | $135.5K | 0.05% | +438+8.0% | Added |
| VitalStone Financial, LLC | 7,721 | $177.0K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,089 | $184.9K | 0.01% | +134+1.7% | Added |
| Bessemer Group Inc | 8,615 | $197.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 8,837 | $202.0K | 0.01% | +8,837 | New |
| PEAK6 Investments LLC | 8,846 | $202.2K | 0.01% | +8,846 | New |
| UBS Oconnor LLC | 9,102 | $208.1K | 0.01% | +9,102 | New |
| Shelton Capital Management | 9,456 | $216.2K | 0.01% | −727−7.1% | Reduced |
| Worth Venture Partners, LLC | 9,500 | $217.2K | 0.12% | +9,500 | New |
| Landscape Capital Management, L.L.C. | 9,579 | $219.0K | 0.02% | +9,579 | New |
| D.B. Root & Company, LLC | 9,888 | $226.0K | 0.08% | 00.0% | Unchanged |
| Advisory Resource Group | 10,144 | $231.9K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,247 | $234.2K | 0.05% | +10,247 | New |
| Norinchukin Bank, The | 10,533 | $240.8K | 0.01% | −428−3.9% | Reduced |
| Custom Index Systems, LLC | 10,660 | $243.7K | 0.15% | +10,660 | New |
| Ballentine Partners, LLC | 10,672 | $244.0K | 0.00% | −79−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,110 | $254.0K | 0.02% | −533−4.6% | Reduced |
| Cambria Investment Management, L.P. | 11,168 | $255.3K | 0.02% | +11,168 | New |
| Profund Advisors LLC | 11,383 | $260.2K | 0.01% | +838+7.9% | Added |
| Signaturefd, LLC | 11,391 | $260.4K | 0.01% | −33−0.3% | Reduced |
| Two Sigma Investments, LP | 11,600 | $265.2K | 0.00% | 00.0% | Unchanged |