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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,284 | $34.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,270 | $33.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 1,066 | $28.3K | 0.00% | +950+819.0% | Added |
| Spire Wealth Management | 1,035 | $27.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 897 | $24.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 875 | $23.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 860 | $22.8K | 0.00% | +9+1.1% | Added |
| Farther Finance Advisors, LLC | 811 | $21.4K | 0.00% | +265+48.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 790 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 729 | $19.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 723 | $19.2K | 0.00% | +8+1.1% | Added |
| Continuum Advisory, LLC | 655 | $17.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 643 | $17.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 581 | $15.4K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 497 | $13.2K | 0.00% | +497 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 482 | $12.8K | 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 |
| Global Retirement Partners, LLC | 336 | $8.92K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $8.61K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 306 | $8.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 277 | $7.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 266 | $7.07K | 0.00% | +266 | New |
| 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 |
| Smartleaf Asset Management LLC | 261 | $6.87K | 0.00% | +95+57.2% | Added |
| Westside Investment Management, Inc. | 249 | $6.61K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 225 | $5.98K | 0.00% | +115+104.5% | Added |
| Private Wealth Management Group, LLC | 220 | $5.84K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 216 | $5.74K | 0.00% | +2+0.9% | Added |
| Key Financial Inc | 202 | $5.37K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 184 | $4.89K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 181 | $4.81K | 0.00% | +181 | New |
| Concord Wealth Partners | 159 | $4.22K | 0.00% | +45+39.5% | Added |
| Cullen/Frost Bankers, Inc. | 152 | $4.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 123 | $3.27K | 0.00% | −25−16.9% | Reduced |
| Massmutual Trust Co FSB | 119 | $3.16K | 0.00% | +12+11.2% | Added |
| HM Payson & Co | 95 | $2.52K | 0.00% | +95 | New |
| Farmers & Merchants Investments Inc | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $2.00K | 0.00% | −1,101−94.0% | Reduced |
| Parkside Financial Bank & Trust | 54 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | +64 | New |
| ClariVest Asset Management LLC | 23 | $515 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $384 | 0.00% | +14 | New |
| Capital Performance Advisors LLP | 4 | $106 | 0.00% | +4 | New |
| Sachetta, LLC | 1 | $27 | 0.00% | −52−98.1% | Reduced |
| CoreCap Advisors, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −799,390−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −204,218−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −138,627−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −103,636−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −103,489−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −101,994−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −92,100−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −39,801−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −36,374−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,342−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −21,320−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −20,480−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −11,903−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −11,374−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hazelview Securities Inc. | – | – | – | – | Not filed |
| Roumell Asset Management, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |