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 2024
Institutional positions in Kite Realty Group Trust as of Dec 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
- 372
- +28 vs. Q3 2024
- Shares held
- 210.5M
- +11.8M (+5.9%) vs. Q3 2024
- Total value
- $5.31B
- +$36.6M (+0.7%) vs. Q3 2024
- New holders
- 58
- 149 more added
- Sold out
- 30
- 97 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $278 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 14 | $365 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 54 | $1.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $2.15K | 0.00% | −10−10.5% | Reduced |
| HM Payson & Co | 95 | $2.40K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 111 | $2.80K | 0.00% | +111 | New |
| Private Wealth Management Group, LLC | 123 | $3.10K | 0.00% | −97−44.1% | Reduced |
| TD Private Client Wealth LLC | 123 | $3.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $3.15K | 0.00% | +6+5.0% | Added |
| Sierra Ocean, LLC | 132 | $3.33K | 0.00% | +132 | New |
| Bogart Wealth, LLC | 134 | $3.38K | 0.00% | +134 | New |
| Concord Wealth Partners | 159 | $4.01K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 168 | $4.24K | 0.00% | +168 | New |
| GHP Investment Advisors, Inc. | 181 | $4.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 202 | $5.10K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 249 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 218 | $6.00K | 0.00% | +2+0.9% | Added |
| Exchange Traded Concepts, LLC | 239 | $6.03K | 0.00% | +239 | New |
| Rothschild Investment LLC | 245 | $6.18K | 0.00% | +20+8.9% | Added |
| Quent Capital, LLC | 251 | $6.33K | 0.00% | +251 | New |
| WPG Advisers, LLC | 253 | $6.39K | 0.01% | +253 | New |
| Trust Co of Vermont | 266 | $6.71K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 270 | $6.82K | 0.00% | +270 | New |
| Capital Advisors, Ltd. LLC | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 302 | $7.56K | 0.00% | +41+15.7% | Added |
| Danske Bank A/S | 300 | $7.57K | 0.00% | −2,400−88.9% | Reduced |
| SRS Capital Advisors, Inc. | 300 | $7.57K | 0.00% | +23+8.3% | Added |
| Principal Securities, Inc. | 306 | $7.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 324 | $8.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 336 | $8.48K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 348 | $8.78K | 0.00% | +348 | New |
| Private Trust Co NA | 377 | $9.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $9.52K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 378 | $10.0K | 0.00% | +115+43.7% | Added |
| Ameriflex Group, Inc. | 513 | $11.9K | 0.01% | +513 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 482 | $12.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 546 | $13.8K | 0.00% | +546 | New |
| Farther Finance Advisors, LLC | 549 | $13.9K | 0.00% | −262−32.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 592 | $14.9K | 0.01% | +592 | New |
| EverSource Wealth Advisors, LLC | 607 | $15.3K | 0.00% | +26+4.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 629 | $15.9K | 0.00% | −161−20.4% | Reduced |
| Whittier Trust Co | 643 | $16.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 655 | $16.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 729 | $18.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 730 | $18.4K | 0.00% | +7+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 869 | $21.9K | 0.00% | +9+1.0% | Added |
| Central Trust Co | 875 | $22.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 897 | $22.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,035 | $26.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,115 | $28.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,117 | $28.2K | 0.00% | +51+4.8% | Added |
| Covestor Ltd | 1,193 | $30.0K | 0.02% | −938−44.0% | Reduced |
| Bokf, NA | 1,412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,270 | $32.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $32.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,313 | $33.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,318 | $33.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,463 | $36.9K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,468 | $37.1K | 0.01% | +971+195.4% | Added |
| Coston, McIsaac & Partners | 1,537 | $38.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $40.4K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,727 | $43.6K | 0.01% | +17+1.0% | Added |
| State of Wyoming | 1,996 | $50.4K | 0.01% | −1,559−43.9% | Reduced |
| Emerald Advisers, LLC | 2,073 | $52.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,286 | $57.7K | 0.01% | +16+0.7% | Added |
| Versant Capital Management, Inc | 2,457 | $62.0K | 0.01% | +2,080+551.7% | Added |
| GeoWealth Management, LLC | 2,498 | $63.0K | 0.00% | +20+0.8% | Added |
| Capital Analysts, LLC | 2,583 | $65.0K | 0.00% | +14+0.5% | Added |
| Bayforest Capital Ltd | 2,692 | $67.9K | 0.09% | +2,692 | New |
| Abound Wealth Management | 2,751 | $69.4K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,813 | $71.0K | 0.00% | +467+19.9% | Added |
| GWM Advisors LLC | 2,866 | $72.3K | 0.00% | +265+10.2% | Added |
| Ronald Blue Trust, Inc. | 2,882 | $72.7K | 0.00% | −3,751−56.6% | Reduced |
| Proequities, Inc. | 3,314 | $76.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,591 | $82.7K | 0.00% | +61+1.7% | Added |
| CWM, LLC | 3,329 | $84.0K | 0.00% | +250+8.1% | Added |
| TSFG, LLC | 3,395 | $86.0K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 3,500 | $88.3K | 0.00% | +579+19.8% | Added |
| GF Fund Management Co. Ltd. | 3,992 | $100.8K | 0.00% | +3,992 | New |
| Spectrum Wealth Counsel, LLC | 4,000 | $101.0K | 0.01% | +4,000 | New |
| Parallel Advisors, LLC | 4,036 | $101.9K | 0.00% | +890+28.3% | Added |
| Quadrant Capital Group LLC | 4,468 | $112.8K | 0.01% | +198+4.6% | Added |
| Headlands Technologies LLC | 4,580 | $115.6K | 0.01% | +4,580 | New |
| Huntington National Bank | 4,723 | $119.2K | 0.00% | −23−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 4,767 | $120.3K | 0.02% | +41+0.9% | Added |
| GAMMA Investing LLC | 4,787 | $120.8K | 0.01% | +652+15.8% | Added |
| Point72 Hong Kong Ltd | 5,505 | $138.9K | 0.01% | −18,656−77.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,130 | $153.6K | 0.00% | −2,394−28.1% | Reduced |
| Central Pacific Bank - Trust Division | 7,390 | $186.5K | 0.02% | +1,210+19.6% | Added |
| Evergreen Capital Management LLC | 7,951 | $200.7K | 0.01% | +7,951 | New |
| SkyOak Wealth, LLC | 7,990 | $201.7K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 8,112 | $204.7K | 0.00% | −21−0.3% | Reduced |
| CI Private Wealth, LLC | 8,112 | $204.7K | 0.00% | −182−2.2% | Reduced |
| Csenge Advisory Group | 8,166 | $206.1K | 0.01% | −263−3.1% | Reduced |
| KBC Group NV | 8,210 | $207.0K | 0.00% | +2,277+38.4% | Added |
| Toroso Investments, LLC | 8,742 | $220.6K | 0.00% | −2,678−23.5% | Reduced |
| Shelton Capital Management | 8,754 | $221.0K | 0.01% | 00.0% | Unchanged |