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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 790 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 761 | $16.5K | 0.00% | +162+27.0% | Added |
| AdvisorNet Financial, Inc | 715 | $15.5K | 0.00% | −25−3.4% | Reduced |
| Tidemark, LLC | 702 | $15.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 655 | $14.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 655 | $13.9K | 0.00% | +655 | New |
| EverSource Wealth Advisors, LLC | 558 | $12.2K | 0.00% | +34+6.5% | Added |
| Old Point Trust & Financial Services N A | 561 | $12.2K | 0.00% | +561 | New |
| Private Trust Co NA | 488 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $9.24K | 0.00% | −12−2.7% | Reduced |
| Principal Securities, Inc. | 402 | $8.71K | 0.00% | +126+45.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $8.59K | 0.00% | −187−32.1% | Reduced |
| Sound Income Strategies, LLC | 377 | $8.17K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.33K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $7.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 314 | $6.81K | 0.00% | +314 | New |
| Horizon Bancorp Inc | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 249 | $5.40K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 211 | $5.00K | 0.00% | +2+1.0% | Added |
| Smithfield Trust Co | 249 | $5.00K | 0.00% | +249 | New |
| Global Retirement Partners, LLC | 229 | $4.96K | 0.00% | +6+2.7% | Added |
| Key Financial Inc | 202 | $4.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $3.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 156 | $3.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $3.22K | 0.00% | +142+1,775.0% | Added |
| TD Private Client Wealth LLC | 148 | $3.21K | 0.00% | −150−50.3% | Reduced |
| Concord Wealth Partners | 114 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.06K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 68 | $1.47K | 0.00% | +67+6,700.0% | Added |
| Sachetta, LLC | 53 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $1.17K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 90 | $1.00K | 0.00% | −25−21.7% | Reduced |
| ClariVest Asset Management LLC | 23 | $499 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 21 | $450 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $434 | 0.00% | +20 | New |
| Toronto Dominion Bank | 6 | $130 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| SageView Advisory Group, LLC | 2,413 | – | – | +2,413 | New |
| GEM Realty Capital | 0 | $0 | 0.00% | −863,269−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −336,448−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −307,952−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −127,522−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −98,011−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −93,495−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −58,229−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −41,214−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,754−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −31,534−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −29,537−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −30,988−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,974−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −20,359−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −17,728−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −17,347−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,536−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,989−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,043−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,717−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −13,536−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −11,168−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,579−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,837−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |