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 2025
Institutional positions in Kite Realty Group Trust as of Mar 31, 2025. 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
- 359
- −9 vs. Q4 2024
- Shares held
- 208.1M
- +1.38M (+0.7%) vs. Q4 2024
- Total value
- $4.65B
- −$562.3M (−10.8%) vs. Q4 2024
- New holders
- 36
- 117 more added
- Sold out
- 45
- 142 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 32 | $0 | 0.00% | −21−39.6% | Reduced |
| Sachetta, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $68 | 0.00% | +3 | New |
| True Wealth Design, LLC | 9 | $202 | 0.00% | +9 | New |
| Assetmark, Inc | 11 | $246 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $323 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $669 | 0.00% | +30 | New |
| Bogart Wealth, LLC | 41 | $917 | 0.00% | −93−69.4% | Reduced |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $1.34K | 0.00% | +60 | New |
| Atlantic Trust, LLC | 70 | $1.57K | 0.00% | +70 | New |
| HM Payson & Co | 95 | $2.13K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 111 | $2.49K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $2.55K | 0.00% | −45−28.3% | Reduced |
| TD Private Client Wealth LLC | 123 | $2.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 123 | $2.75K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 132 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 159 | $3.56K | 0.00% | +74+87.1% | Added |
| Skopos Labs, Inc. | 165 | $3.69K | 0.00% | −183−52.6% | Reduced |
| GHP Investment Advisors, Inc. | 181 | $4.05K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 181 | $4.05K | 0.00% | +13+7.7% | Added |
| Smartleaf Asset Management LLC | 184 | $4.10K | 0.00% | −118−39.1% | Reduced |
| Quarry LP | 192 | $4.29K | 0.00% | −354−64.8% | Reduced |
| Key Financial Inc | 202 | $4.52K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 221 | $4.94K | 0.00% | +3+1.4% | Added |
| Quent Capital, LLC | 251 | $5.62K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 252 | $5.64K | 0.01% | −1−0.4% | Reduced |
| Trust Co of Vermont | 266 | $5.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 249 | $6.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 276 | $6.17K | 0.00% | +276 | New |
| Danske Bank A/S | 300 | $6.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 320 | $7.16K | 0.00% | +75+30.6% | Added |
| McIlrath & Eck, LLC | 324 | $7.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $7.56K | 0.00% | −305−47.4% | Reduced |
| Massmutual Trust Co FSB | 341 | $7.63K | 0.00% | +216+172.8% | Added |
| Principal Securities, Inc. | 306 | $7.72K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 344 | $8.00K | 0.00% | −34−9.0% | Reduced |
| SRS Capital Advisors, Inc. | 375 | $8.39K | 0.00% | +75+25.0% | Added |
| Private Trust Co NA | 377 | $8.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 377 | $8.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 482 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 504 | $11.3K | 0.00% | +450+833.3% | Added |
| Covestor Ltd | 519 | $12.0K | 0.01% | −674−56.5% | Reduced |
| EverSource Wealth Advisors, LLC | 625 | $14.0K | 0.00% | +18+3.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 629 | $14.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 655 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 691 | $15.5K | 0.00% | +142+25.9% | Added |
| IFP Advisors, Inc | 729 | $16.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 739 | $16.5K | 0.00% | +9+1.2% | Added |
| Harbor Capital Advisors, Inc. | 803 | $18.0K | 0.00% | +803 | New |
| Rise Advisors, LLC | 819 | $18.3K | 0.01% | +819 | New |
| Central Trust Co | 875 | $19.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 883 | $19.8K | 0.00% | +14+1.6% | Added |
| LRI Investments, LLC | 927 | $20.7K | 0.00% | +30+3.3% | Added |
| Spire Wealth Management | 1,035 | $23.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,107 | $24.8K | 0.02% | +1,107 | New |
| Sittner & Nelson, LLC | 1,115 | $24.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,122 | $25.1K | 0.01% | +1,122 | New |
| Harbour Investments, Inc. | 1,270 | $28.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $28.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,284 | $28.7K | 0.00% | +167+15.0% | Added |
| Bell Investment Advisors, Inc | 1,318 | $29.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,372 | $30.6K | 0.00% | +59+4.5% | Added |
| Bokf, NA | 1,412 | $31.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,463 | $32.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $35.8K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,748 | $39.1K | 0.01% | +21+1.2% | Added |
| Optiver Holding B.V. | 1,853 | $41.5K | 0.00% | −960−34.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,065 | $46.2K | 0.00% | −817−28.3% | Reduced |
| Emerald Advisers, LLC | 2,073 | $46.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,449 | $54.8K | 0.01% | −8−0.3% | Reduced |
| Capital Analysts, LLC | 2,502 | $56.0K | 0.00% | −81−3.1% | Reduced |
| GWM Advisors LLC | 2,601 | $58.2K | 0.00% | −265−9.2% | Reduced |
| Abound Wealth Management | 2,751 | $61.5K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,849 | $65.3K | 0.01% | +2,849 | New |
| FIL Ltd | 3,365 | $75.3K | 0.00% | −135−3.9% | Reduced |
| TSFG, LLC | 3,395 | $76.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,475 | $77.7K | 0.01% | −1,312−27.4% | Reduced |
| CX Institutional | 3,512 | $79.0K | 0.00% | +3,512 | New |
| Allworth Financial LP | 3,711 | $81.2K | 0.00% | +120+3.3% | Added |
| CWM, LLC | 3,675 | $82.0K | 0.00% | +346+10.4% | Added |
| Parallel Advisors, LLC | 3,825 | $85.5K | 0.00% | −211−5.2% | Reduced |
| DAGCO, Inc. | 4,111 | $92.0K | 0.03% | +4,111 | New |
| GF Fund Management Co. Ltd. | 4,161 | $93.1K | 0.00% | +169+4.2% | Added |
| Quadrant Capital Group LLC | 4,220 | $94.4K | 0.00% | −248−5.6% | Reduced |
| Lindbrook Capital, LLC | 4,690 | $104.9K | 0.01% | +2,404+105.2% | Added |
| State of Wyoming | 4,712 | $105.4K | 0.01% | +2,716+136.1% | Added |
| SOA Wealth Advisors, LLC. | 4,817 | $107.8K | 0.02% | +50+1.0% | Added |
| Coldstream Capital Management Inc | 4,829 | $108.0K | 0.00% | +4,829 | New |
| Huntington National Bank | 5,295 | $118.4K | 0.00% | +572+12.1% | Added |
| Central Pacific Bank - Trust Division | 5,832 | $130.5K | 0.02% | −1,558−21.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,933 | $132.1K | 0.00% | −197−3.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,967 | $133.5K | 0.04% | +5,967 | New |
| CIBC Private Wealth Group, LLC | 8,765 | $171.2K | 0.00% | −2,537−22.4% | Reduced |
| Chilton Capital Management LLC | 7,740 | $173.1K | 0.01% | −6,465−45.5% | Reduced |
| Geneos Wealth Management Inc. | 8,992 | $201.1K | 0.01% | −850−8.6% | Reduced |
| RSM US Wealth Management LLC | 9,000 | $201.3K | 0.00% | −149−1.6% | Reduced |
| Worth Venture Partners, LLC | 9,000 | $201.3K | 0.38% | 00.0% | Unchanged |
| Man Group plc | 9,028 | $202.0K | 0.00% | −36,492−80.2% | Reduced |