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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.

Institutional holdersQ4 2023: 346 institutions
Q1 2021: 195 institutionsQ2 2021: 205 institutionsQ3 2021: 217 institutionsQ4 2021: 318 institutionsQ1 2022: 315 institutionsQ2 2022: 298 institutionsQ3 2022: 289 institutionsQ4 2022: 312 institutionsQ1 2023: 301 institutionsQ2 2023: 308 institutionsQ3 2023: 320 institutionsQ4 2023: 346 institutionsQ1 2024: 339 institutionsQ2 2024: 343 institutionsQ3 2024: 351 institutionsQ4 2024: 372 institutionsQ1 2025: 359 institutionsQ2 2025: 349 institutionsQ3 2025: 361 institutionsQ4 2025: 363 institutionsQ1 2026: 375 institutionsQ2 2026: 403 institutions
Value heldQ4 2023: $4.55B
Q1 2021: $1.58BQ2 2021: $1.80BQ3 2021: $1.79BQ4 2021: $4.31BQ1 2022: $4.75BQ2 2022: $3.60BQ3 2022: $3.70BQ4 2022: $4.55BQ1 2023: $4.39BQ2 2023: $4.81BQ3 2023: $4.59BQ4 2023: $4.55BQ1 2024: $4.32BQ2 2024: $4.44BQ3 2024: $5.30BQ4 2024: $5.31BQ1 2025: $4.65BQ2 2025: $4.96BQ3 2025: $4.75BQ4 2025: $5.16BQ1 2026: $5.15BQ2 2026: $5.83B
Institutions holding KRG and their total value by quarter
QuarterHoldersValue
Q2 2026403$5.83B
Q1 2026375$5.15B
Q4 2025363$5.16B
Q3 2025361$4.75B
Q2 2025349$4.96B
Q1 2025359$4.65B
Q4 2024372$5.31B
Q3 2024351$5.30B
Q2 2024343$4.44B
Q1 2024339$4.32B
Q4 2023346$4.55B
Q3 2023320$4.59B
Q2 2023308$4.81B
Q1 2023301$4.39B
Q4 2022312$4.55B
Q3 2022289$3.70B
Q2 2022298$3.60B
Q1 2022315$4.75B
Q4 2021318$4.31B
Q3 2021217$1.79B
Q2 2021205$1.80B
Q1 2021195$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.

Institutions holding KRG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Guys Formula LLC11,903$23.1K0.01%00.0%Unchanged
Spire Wealth Management1,025$22.1K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co831$19.0K0.00%+9+1.1%Added
Impact Partnership Wealth, LLC802$18.3K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC790$18.1K0.00%00.0%Unchanged
AdvisorNet Financial, Inc740$16.9K0.00%+25+3.5%Added
Tidemark, LLC702$16.0K0.01%+702New
IFP Advisors, Inc655$15.0K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC583$13.3K0.01%00.0%Unchanged
GAMMA Investing LLC599$12.8K0.00%+599New
Harbour Investments, Inc.548$12.5K0.00%+548New
West Tower Group, LLC531$12.1K0.02%+153+40.5%Added
EverSource Wealth Advisors, LLC524$12.0K0.00%+49+10.3%Added
Sofos Investments, Inc.497$11.4K0.00%+497New
Private Trust Co NA488$11.2K0.00%−74−13.2%Reduced
Allspring Global Investments Holdings, LLC484$11.1K0.00%−11,963−96.1%Reduced
Farther Finance Advisors, LLC448$10.2K0.00%+95+26.9%Added
Sound Income Strategies, LLC377$8.62K0.00%00.0%Unchanged
Larson Financial Group LLC346$7.91K0.00%+346New
Whittier Trust Co338$7.73K0.00%00.0%Unchanged
McIlrath & Eck, LLC324$7.41K0.00%00.0%Unchanged
TD Private Client Wealth LLC298$6.81K0.00%−497−62.5%Reduced
Principal Securities, Inc.276$6.31K0.00%+276New
Horizon Bancorp Inc265$6.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC267$6.00K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners256$5.85K0.00%+256New
Westside Investment Management, Inc.249$5.69K0.00%−99−28.4%Reduced
Global Retirement Partners, LLC223$4.87K0.00%+40+21.9%Added
Strengthening Families & Communities, LLC209$4.77K0.00%+3+1.5%Added
Key Financial Inc202$4.62K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)163$4.00K0.00%+163New
Versant Capital Management, Inc170$3.89K0.00%00.0%Unchanged
Massmutual Trust Co FSB156$3.57K0.00%+63+67.7%Added
Concord Wealth Partners114$2.61K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.112$2.56K0.00%+112New
Farmers & Merchants Investments Inc95$2.17K0.00%00.0%Unchanged
Valley National Advisers Inc115$2.00K0.00%+115New
Arlington Trust Co LLC58$1.33K0.00%+58New
Parkside Financial Bank & Trust54$1.24K0.00%+54New
Sachetta, LLC53$1.21K0.00%+53New
ClariVest Asset Management LLC23$5260.00%00.0%Unchanged
Horizon Investments, LLC21$4750.00%−4−16.0%Reduced
Toronto Dominion Bank6$1370.00%00.0%Unchanged
Assetmark, Inc6$1370.00%+6New
Umb Bank N A1$230.00%−63−98.4%Reduced
Smartleaf Asset Management LLC8$00.00%+8New
Waterfront Capital Partners, LLC0$00.00%−1,218,000−100.0%Sold out
Nordea Investment Management AB0$00.00%−298,106−100.0%Sold out
Centersquare Investment Management LLC0$00.00%−118,692−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−91,353−100.0%Sold out
Stevens Capital Management LP0$00.00%−67,410−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−60,661−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−44,745−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−39,273−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−18,264−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−13,516−100.0%Sold out
Twinbeech Capital LP0$00.00%−13,016−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−10,751−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−10,690−100.0%Sold out
Oak Thistle LLC0$00.00%−9,905−100.0%Sold out
NewSquare Capital LLC0$00.00%−751−100.0%Sold out
Ci Investments Inc.0$00.00%−567−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−533−100.0%Sold out
Neo Ivy Capital Management0$00.00%−452−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−181−100.0%Sold out
RFP Financial Group LLC0$00.00%−81−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−76−100.0%Sold out
Earnest Partners LLC0$00.00%−52−100.0%Sold out
Glassman Wealth Services0$00.00%−21−100.0%Sold out
Goodwin Daniel L––––Not filed
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed