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, Q1 2024
Institutional positions in Kite Realty Group Trust as of Mar 31, 2024. 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
- 339
- −5 vs. Q4 2023
- Shares held
- 199.3M
- +220.5K (+0.1%) vs. Q4 2023
- Total value
- $4.32B
- −$230.6M (−5.1%) vs. Q4 2023
- New holders
- 34
- 119 more added
- Sold out
- 39
- 130 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| Toronto Dominion Bank | 6 | $130 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $434 | 0.00% | +20 | New |
| Horizon Investments, LLC | 21 | $450 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $499 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 90 | $1.00K | 0.00% | −25−21.7% | Reduced |
| Parkside Financial Bank & Trust | 54 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $1.21K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 68 | $1.47K | 0.00% | +67+6,700.0% | Added |
| Farmers & Merchants Investments Inc | 95 | $2.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $2.47K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 148 | $3.21K | 0.00% | −150−50.3% | Reduced |
| Smartleaf Asset Management LLC | 150 | $3.22K | 0.00% | +142+1,775.0% | Added |
| Massmutual Trust Co FSB | 156 | $3.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $3.69K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 202 | $4.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 229 | $4.96K | 0.00% | +6+2.7% | Added |
| Strengthening Families & Communities, LLC | 211 | $5.00K | 0.00% | +2+1.0% | Added |
| Smithfield Trust Co | 249 | $5.00K | 0.00% | +249 | New |
| Westside Investment Management, Inc. | 249 | $5.40K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 314 | $6.81K | 0.00% | +314 | New |
| McIlrath & Eck, LLC | 324 | $7.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $8.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $8.59K | 0.00% | −187−32.1% | Reduced |
| Principal Securities, Inc. | 402 | $8.71K | 0.00% | +126+45.7% | Added |
| Farther Finance Advisors, LLC | 436 | $9.24K | 0.00% | −12−2.7% | Reduced |
| Private Trust Co NA | 488 | $10.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 561 | $12.2K | 0.00% | +561 | New |
| EverSource Wealth Advisors, LLC | 558 | $12.2K | 0.00% | +34+6.5% | Added |
| Continuum Advisory, LLC | 655 | $13.9K | 0.00% | +655 | New |
| IFP Advisors, Inc | 655 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 702 | $15.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 715 | $15.5K | 0.00% | −25−3.4% | Reduced |
| GAMMA Investing LLC | 761 | $16.5K | 0.00% | +162+27.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 790 | $17.1K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 802 | $17.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 862 | $18.7K | 0.00% | +31+3.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,009 | $21.9K | 0.00% | +1,009 | New |
| Sofos Investments, Inc. | 994 | $22.1K | 0.00% | +497+100.0% | Added |
| Spire Wealth Management | 1,025 | $22.2K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,903 | $22.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,053 | $22.8K | 0.00% | +569+117.6% | Added |
| Quarry LP | 1,077 | $23.4K | 0.01% | +1,077 | New |
| Sittner & Nelson, LLC | 1,115 | $24.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,267 | $27.0K | 0.00% | −380−23.1% | Reduced |
| Harbour Investments, Inc. | 1,270 | $27.5K | 0.00% | +722+131.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,284 | $27.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,318 | $28.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,360 | $29.5K | 0.00% | −220−13.9% | Reduced |
| Simplex Trading, LLC | 1,511 | $32.0K | 0.00% | −3,184−67.8% | Reduced |
| Coston, McIsaac & Partners | 1,537 | $33.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $34.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,675 | $36.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,728 | $37.5K | 0.01% | +19+1.1% | Added |
| Emerald Advisers, LLC | 2,073 | $44.9K | 0.00% | +2,073 | New |
| Group One Trading, L.P. | 2,223 | $48.2K | 0.00% | +2,223 | New |
| Ronald Blue Trust, Inc. | 2,322 | $50.3K | 0.00% | −201−8.0% | Reduced |
| Capital Analysts, LLC | 2,630 | $57.0K | 0.00% | +18+0.7% | Added |
| EntryPoint Capital, LLC | 2,744 | $59.5K | 0.05% | +1,435+109.6% | Added |
| Abound Wealth Management | 2,751 | $59.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,799 | $61.0K | 0.00% | −4−0.1% | Reduced |
| Lindbrook Capital, LLC | 2,883 | $62.5K | 0.01% | +290+11.2% | Added |
| C M Bidwell & Associates Ltd | 3,060 | $66.3K | 0.05% | −30−1.0% | Reduced |
| Parallel Advisors, LLC | 3,066 | $66.5K | 0.00% | +44+1.5% | Added |
| Covestor Ltd | 3,212 | $70.0K | 0.04% | +2,154+203.6% | Added |
| Proequities, Inc. | 3,314 | $71.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,395 | $74.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,498 | $75.8K | 0.00% | +12+0.3% | Added |
| Quadrant Capital Group LLC | 3,710 | $80.4K | 0.01% | −448−10.8% | Reduced |
| GWM Advisors LLC | 4,562 | $98.9K | 0.00% | +1,961+75.4% | Added |
| SOA Wealth Advisors, LLC. | 4,631 | $100.4K | 0.02% | +46+1.0% | Added |
| Lazard Asset Management LLC | 4,895 | $106.0K | 0.00% | −117−2.3% | Reduced |
| KBC Group NV | 4,918 | $107.0K | 0.00% | +1,617+49.0% | Added |
| VitalStone Financial, LLC | 5,321 | $115.0K | 0.09% | −2,400−31.1% | Reduced |
| Retirement Group, LLC | 5,928 | $128.5K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,190 | $131.2K | 0.02% | +6,190 | New |
| Tower Research Capital LLC (TRC) | 6,167 | $133.7K | 0.00% | −35,353−85.1% | Reduced |
| Bessemer Group Inc | 8,615 | $187.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,880 | $192.5K | 0.01% | +34+0.4% | Added |
| State of Wyoming | 9,128 | $197.9K | 0.03% | −8,546−48.4% | Reduced |
| Geneos Wealth Management Inc. | 9,225 | $200.0K | 0.01% | +1,136+14.0% | Added |
| Shelton Capital Management | 9,456 | $205.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 9,600 | $208.0K | 0.12% | +9,600 | New |
| D.B. Root & Company, LLC | 9,888 | $214.4K | 0.07% | 00.0% | Unchanged |
| Advisory Resource Group | 10,144 | $219.9K | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 10,129 | $220.0K | 0.02% | −4,935−32.8% | Reduced |
| Custom Index Systems, LLC | 10,270 | $222.7K | 0.13% | −390−3.7% | Reduced |
| Norinchukin Bank, The | 10,419 | $225.9K | 0.01% | −114−1.1% | Reduced |
| Ballentine Partners, LLC | 10,723 | $232.5K | 0.00% | +51+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,110 | $240.9K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,111 | $240.9K | 0.01% | −272−2.4% | Reduced |
| Signaturefd, LLC | 11,158 | $241.9K | 0.01% | −233−2.0% | Reduced |
| Neuberger Berman Group LLC | 11,323 | $245.5K | 0.00% | −402−3.4% | Reduced |
| Worth Venture Partners, LLC | 11,500 | $249.3K | 1.74% | +2,000+21.1% | Added |
| The PNC Financial Services Group, Inc. | 11,663 | $252.9K | 0.00% | +5,930+103.4% | Added |
| Susquehanna International Group, LLP | 12,116 | $262.7K | 0.00% | −86,036−87.7% | Reduced |
| Squarepoint Ops LLC | 12,288 | $266.4K | 0.00% | −10,091−45.1% | Reduced |