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 2024
Institutional positions in Kite Realty Group Trust as of Sep 30, 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
- 351
- +12 vs. Q2 2024
- Shares held
- 199.6M
- +36.6M (+22.4%) vs. Q2 2024
- Total value
- $5.30B
- +$1.65B (+45.3%) vs. Q2 2024
- New holders
- 42
- 122 more added
- Sold out
- 30
- 127 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 1 | $27 | 0.00% | −52−98.1% | Reduced |
| CoreCap Advisors, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4 | $106 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 14 | $384 | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 23 | $515 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 54 | $1.44K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $2.00K | 0.00% | −1,101−94.0% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 95 | $2.52K | 0.00% | +95 | New |
| Massmutual Trust Co FSB | 119 | $3.16K | 0.00% | +12+11.2% | Added |
| TD Private Client Wealth LLC | 123 | $3.27K | 0.00% | −25−16.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 152 | $4.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 159 | $4.22K | 0.00% | +45+39.5% | Added |
| GHP Investment Advisors, Inc. | 181 | $4.81K | 0.00% | +181 | New |
| FinTrust Capital Advisors, LLC | 184 | $4.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 202 | $5.37K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 216 | $5.74K | 0.00% | +2+0.9% | Added |
| Private Wealth Management Group, LLC | 220 | $5.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 225 | $5.98K | 0.00% | +115+104.5% | Added |
| Westside Investment Management, Inc. | 249 | $6.61K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 261 | $6.87K | 0.00% | +95+57.2% | Added |
| Smithfield Trust Co | 249 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 263 | $7.00K | 0.00% | +263 | New |
| Trust Co of Vermont | 266 | $7.07K | 0.00% | +266 | New |
| SRS Capital Advisors, Inc. | 277 | $7.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 306 | $8.13K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $8.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 336 | $8.92K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 377 | $10.0K | 0.00% | −75−16.6% | Reduced |
| Sound Income Strategies, LLC | 377 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 377 | $10.0K | 0.00% | +207+121.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 482 | $12.8K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 497 | $13.2K | 0.00% | +497 | New |
| EverSource Wealth Advisors, LLC | 581 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 643 | $17.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 655 | $17.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 723 | $19.2K | 0.00% | +8+1.1% | Added |
| IFP Advisors, Inc | 729 | $19.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 790 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 811 | $21.4K | 0.00% | +265+48.5% | Added |
| Northwestern Mutual Wealth Management Co | 860 | $22.8K | 0.00% | +9+1.1% | Added |
| Central Trust Co | 875 | $23.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 897 | $24.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,035 | $27.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,066 | $28.3K | 0.00% | +950+819.0% | Added |
| Sittner & Nelson, LLC | 1,115 | $29.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,115 | $29.6K | 0.00% | +62+5.9% | Added |
| Harbour Investments, Inc. | 1,270 | $33.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $34.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,313 | $34.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,318 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,412 | $36.5K | 0.00% | +1,412 | New |
| Bryn Mawr Trust Co | 1,463 | $38.9K | 0.00% | +1,463 | New |
| Coston, McIsaac & Partners | 1,537 | $40.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $42.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,710 | $45.4K | 0.01% | +1,710 | New |
| Catalyst Funds Management Pty Ltd | 2,000 | $53.1K | 0.01% | +800+66.7% | Added |
| Emerald Advisers, LLC | 2,073 | $55.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,131 | $57.0K | 0.04% | −796−27.2% | Reduced |
| Financial Network Wealth Advisors LLC | 2,193 | $58.2K | 0.05% | +23+1.1% | Added |
| VitalStone Financial, LLC | 2,226 | $59.1K | 0.04% | −3,095−58.2% | Reduced |
| Lindbrook Capital, LLC | 2,270 | $60.3K | 0.01% | −586−20.5% | Reduced |
| Optiver Holding B.V. | 2,346 | $62.3K | 0.00% | −144−5.8% | Reduced |
| GeoWealth Management, LLC | 2,478 | $65.8K | 0.00% | +2,478 | New |
| Capital Analysts, LLC | 2,569 | $68.0K | 0.00% | −29−1.1% | Reduced |
| GWM Advisors LLC | 2,601 | $69.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,700 | $71.7K | 0.00% | +2,700 | New |
| Abound Wealth Management | 2,751 | $73.1K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 2,921 | $77.6K | 0.00% | −3,425−54.0% | Reduced |
| CWM, LLC | 3,079 | $82.0K | 0.00% | +85+2.8% | Added |
| Parallel Advisors, LLC | 3,146 | $83.6K | 0.00% | +79+2.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,161 | $84.0K | 0.02% | −4,708−59.8% | Reduced |
| C M Bidwell & Associates Ltd | 3,195 | $84.9K | 0.05% | −535−14.3% | Reduced |
| Proequities, Inc. | 3,314 | $88.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,395 | $90.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,530 | $93.7K | 0.00% | +8+0.2% | Added |
| State of Wyoming | 3,555 | $94.4K | 0.01% | −3,589−50.2% | Reduced |
| Vestcor Inc | 4,042 | $107.0K | 0.00% | −222−5.2% | Reduced |
| GAMMA Investing LLC | 4,135 | $109.8K | 0.01% | +2,170+110.4% | Added |
| Quadrant Capital Group LLC | 4,270 | $113.4K | 0.01% | +159+3.9% | Added |
| SOA Wealth Advisors, LLC. | 4,726 | $125.5K | 0.02% | +44+0.9% | Added |
| Huntington National Bank | 4,746 | $126.0K | 0.00% | +3,380+247.4% | Added |
| Ronald Blue Trust, Inc. | 6,633 | $148.4K | 0.00% | +3,319+100.2% | Added |
| KBC Group NV | 5,933 | $158.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,180 | $164.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,575 | $174.6K | 0.00% | −32,936−83.4% | Reduced |
| HighPoint Advisor Group LLC | 7,861 | $202.8K | 0.01% | +7,861 | New |
| Mesirow Financial Investment Management, Inc. | 7,660 | $203.4K | 0.00% | +7,660 | New |
| Capital Investment Advisors, LLC | 7,694 | $204.4K | 0.00% | +7,694 | New |
| EMC Capital Management | 9,153 | $206.0K | 0.17% | −447−4.7% | Reduced |
| Connable Office Inc | 7,808 | $207.4K | 0.02% | +7,808 | New |
| SkyOak Wealth, LLC | 7,990 | $212.2K | 0.05% | −7,157−47.3% | Reduced |
| Gamco Investors, Inc. Et Al | 8,000 | $212.5K | 0.00% | −3,000−27.3% | Reduced |
| Csenge Advisory Group | 8,429 | $215.7K | 0.01% | +8,429 | New |
| Atria Investments LLC | 8,133 | $216.0K | 0.00% | +8,133 | New |
| CI Private Wealth, LLC | 8,294 | $220.3K | 0.00% | +8,294 | New |
| Man Group plc | 8,331 | $221.3K | 0.00% | −14,332−63.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,524 | $223.8K | 0.00% | +2,199+34.8% | Added |