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, Q2 2025
Institutional positions in Kite Realty Group Trust as of Jun 30, 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
- 349
- −7 vs. Q1 2025
- Shares held
- 219.2M
- +11.2M (+5.4%) vs. Q1 2025
- Total value
- $4.96B
- +$308.8M (+6.6%) vs. Q1 2025
- New holders
- 31
- 141 more added
- Sold out
- 38
- 127 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Sachetta, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $204 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $272 | 0.00% | +12 | New |
| NewSquare Capital LLC | 17 | $385 | 0.00% | +17 | New |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 62 | $1.40K | 0.00% | +62 | New |
| Atlantic Trust, LLC | 81 | $1.83K | 0.00% | +11+15.7% | Added |
| HM Payson & Co | 95 | $2.15K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 112 | $2.54K | 0.00% | +1+0.9% | Added |
| Concord Wealth Partners | 114 | $2.58K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 118 | $2.67K | 0.00% | −364−75.5% | Reduced |
| TD Private Client Wealth LLC | 123 | $2.79K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 127 | $2.89K | 0.00% | −57−31.0% | Reduced |
| Assetmark, Inc | 131 | $2.97K | 0.00% | +120+1,090.9% | Added |
| Brown Brothers Harriman & Co | 156 | $3.53K | 0.00% | +156 | New |
| Quarry LP | 160 | $3.62K | 0.00% | −32−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 175 | $3.96K | 0.00% | +16+10.1% | Added |
| High Note Wealth, LLC | 176 | $3.99K | 0.00% | −5−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 181 | $4.10K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 198 | $4.49K | 0.00% | +195+6,500.0% | Added |
| Key Financial Inc | 202 | $4.58K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 222 | $5.02K | 0.00% | +1+0.5% | Added |
| WPG Advisers, LLC | 252 | $5.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 249 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 266 | $6.03K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 305 | $6.48K | 0.00% | +305 | New |
| Massmutual Trust Co FSB | 315 | $7.13K | 0.00% | −26−7.6% | Reduced |
| McIlrath & Eck, LLC | 324 | $7.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 336 | $7.61K | 0.00% | +336 | New |
| Whittier Trust Co | 338 | $7.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 367 | $8.31K | 0.00% | −8−2.1% | Reduced |
| Sound Income Strategies, LLC | 377 | $8.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $9.06K | 0.00% | +80+25.0% | Added |
| Private Trust Co NA | 428 | $9.69K | 0.00% | +51+13.5% | Added |
| Parkside Financial Bank & Trust | 517 | $11.7K | 0.00% | +13+2.6% | Added |
| Covestor Ltd | 518 | $12.0K | 0.01% | −1−0.2% | Reduced |
| Ci Investments Inc. | 535 | $12.0K | 0.00% | +191+55.5% | Added |
| Farther Finance Advisors, LLC | 537 | $12.2K | 0.00% | −154−22.3% | Reduced |
| Principal Securities, Inc. | 599 | $13.6K | 0.00% | +293+95.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 602 | $13.6K | 0.00% | −27−4.3% | Reduced |
| IFP Advisors, Inc | 610 | $13.8K | 0.00% | −119−16.3% | Reduced |
| AdvisorNet Financial, Inc | 756 | $17.1K | 0.00% | +17+2.3% | Added |
| Rise Advisors, LLC | 819 | $18.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 843 | $19.0K | 0.00% | +40+5.0% | Added |
| Neo Ivy Capital Management | 848 | $19.2K | 0.01% | +848 | New |
| Central Trust Co | 875 | $19.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 885 | $20.0K | 0.00% | +885 | New |
| Northwestern Mutual Wealth Management Co | 890 | $20.2K | 0.00% | +7+0.8% | Added |
| Spire Wealth Management | 1,035 | $23.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,100 | $25.0K | 0.00% | −2,412−68.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,107 | $25.1K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,115 | $25.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,182 | $26.8K | 0.00% | +255+27.5% | Added |
| Opal Wealth Advisors, LLC | 1,222 | $27.7K | 0.01% | +100+8.9% | Added |
| Harbour Investments, Inc. | 1,270 | $28.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,318 | $29.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,318 | $29.9K | 0.00% | +1,318 | New |
| EverSource Wealth Advisors, LLC | 1,365 | $30.9K | 0.00% | +740+118.4% | Added |
| Optiver Holding B.V. | 1,408 | $31.9K | 0.00% | −445−24.0% | Reduced |
| Bokf, NA | 1,412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,463 | $33.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,600 | $36.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,718 | $38.9K | 0.00% | +346+25.2% | Added |
| Strategic Investment Solutions, Inc. | 1,770 | $40.1K | 0.01% | +22+1.3% | Added |
| Huntington National Bank | 1,855 | $42.0K | 0.00% | −3,440−65.0% | Reduced |
| Skopos Labs, Inc. | 1,997 | $45.2K | 0.01% | +1,832+1,110.3% | Added |
| Emerald Advisers, LLC | 2,073 | $47.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,200 | $49.8K | 0.00% | +1,900+633.3% | Added |
| Capital Analysts, LLC | 2,520 | $57.0K | 0.00% | +18+0.7% | Added |
| Versant Capital Management, Inc | 2,541 | $57.6K | 0.01% | +92+3.8% | Added |
| GWM Advisors LLC | 2,601 | $58.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,607 | $59.0K | 0.00% | +1,323+103.0% | Added |
| Larson Financial Group LLC | 2,651 | $60.0K | 0.00% | +2,651 | New |
| Central Pacific Bank - Trust Division | 2,663 | $60.3K | 0.01% | −3,169−54.3% | Reduced |
| Abound Wealth Management | 2,751 | $62.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,973 | $67.3K | 0.00% | +908+44.0% | Added |
| TSFG, LLC | 3,395 | $77.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,607 | $82.0K | 0.00% | −68−1.9% | Reduced |
| GF Fund Management Co. Ltd. | 3,877 | $87.8K | 0.00% | −284−6.8% | Reduced |
| DAGCO, Inc. | 4,111 | $93.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,520 | $102.4K | 0.01% | +1,045+30.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,553 | $103.1K | 0.00% | −1,380−23.3% | Reduced |
| SOA Wealth Advisors, LLC. | 4,873 | $110.4K | 0.02% | +56+1.2% | Added |
| Parallel Advisors, LLC | 4,977 | $112.7K | 0.00% | +1,152+30.1% | Added |
| EMC Capital Management | 6,161 | $140.0K | 0.08% | −3,439−35.8% | Reduced |
| FIL Ltd | 6,511 | $147.5K | 0.00% | +3,146+93.5% | Added |
| KBC Group NV | 7,029 | $159.0K | 0.00% | −3,083−30.5% | Reduced |
| Virtus Investment Advisers, Inc. | 7,564 | $171.3K | 0.06% | +1,597+26.8% | Added |
| Chilton Capital Management LLC | 7,807 | $176.8K | 0.01% | +67+0.9% | Added |
| CIBC Private Wealth Group, LLC | 8,918 | $202.0K | 0.00% | +153+1.7% | Added |
| Toroso Investments, LLC | 9,374 | $212.3K | 0.00% | −328−3.4% | Reduced |
| Bessemer Group Inc | 9,443 | $214.0K | 0.00% | +393+4.3% | Added |
| Two Sigma Securities, LLC | 9,643 | $218.4K | 0.03% | +9,643 | New |
| D.B. Root & Company, LLC | 9,712 | $220.0K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 9,750 | $220.8K | 0.02% | +9,750 | New |
| Truist Financial Corp | 10,024 | $227.0K | 0.00% | +503+5.3% | Added |