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 2025
Institutional positions in Kite Realty Group Trust as of Dec 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
- 363
- +5 vs. Q3 2025
- Shares held
- 215.3M
- +1.99M (+0.9%) vs. Q3 2025
- Total value
- $5.16B
- +$406.0M (+8.5%) vs. Q3 2025
- New holders
- 38
- 130 more added
- Sold out
- 33
- 135 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Kite Realty Group Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $0 | 0.00% | −1−4.3% | Reduced |
| MV Capital Management, Inc. | 1 | $24 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $24 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 5 | $120 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 12 | $282 | 0.00% | +12 | New |
| Essential Partners LLC | 19 | $455 | 0.00% | +7+58.3% | Added |
| North Star Investment Management Corp. | 22 | $527 | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $768 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 48 | $1.15K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 48 | $1.15K | 0.00% | +48 | New |
| Cornerstone Financial Management LLC | 60 | $1.44K | 0.00% | +60 | New |
| Alerus Financial NA | 62 | $1.49K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 63 | $1.51K | 0.00% | +63 | New |
| UMA Financial Services, Inc. | 65 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 69 | $1.65K | 0.00% | −50−42.0% | Reduced |
| Westfuller Advisors, LLC | 74 | $1.78K | 0.00% | +1+1.4% | Added |
| HM Payson & Co | 95 | $2.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 102 | $2.44K | 0.00% | +102 | New |
| Concord Wealth Partners | 114 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 122 | $2.92K | 0.00% | +122 | New |
| TD Private Client Wealth LLC | 134 | $3.21K | 0.00% | +11+8.9% | Added |
| WPG Advisers, LLC | 156 | $3.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 165 | $3.96K | 0.00% | −42−20.3% | Reduced |
| GHP Investment Advisors, Inc. | 181 | $4.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $4.55K | 0.00% | +10+5.6% | Added |
| Cornerstone Planning Group LLC | 209 | $4.74K | 0.00% | −9−4.1% | Reduced |
| Key Financial Inc | 202 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $5.13K | 0.00% | −1,104−83.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 216 | $5.18K | 0.00% | +216 | New |
| High Note Wealth, LLC | 223 | $5.34K | 0.00% | +14+6.7% | Added |
| Smithfield Trust Co | 249 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 254 | $6.09K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 266 | $6.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 308 | $7.38K | 0.00% | +55+21.7% | Added |
| Sound Income Strategies, LLC | 326 | $7.70K | 0.00% | −51−13.5% | Reduced |
| McIlrath & Eck, LLC | 324 | $7.77K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 336 | $8.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 389 | $9.36K | 0.00% | +181+87.0% | Added |
| Rothschild Investment LLC | 422 | $10.1K | 0.00% | +75+21.6% | Added |
| Brown Brothers Harriman & Co | 422 | $10.1K | 0.00% | +212+101.0% | Added |
| Simplex Trading, LLC | 463 | $11.1K | 0.00% | +463 | New |
| Private Trust Co NA | 474 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 476 | $11.4K | 0.00% | +476 | New |
| Sachetta, LLC | 498 | $11.9K | 0.01% | +498 | New |
| Parkside Financial Bank & Trust | 522 | $12.5K | 0.00% | +5+1.0% | Added |
| IFP Advisors, Inc | 583 | $14.0K | 0.00% | +65+12.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 602 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 621 | $14.9K | 0.00% | +621 | New |
| Optiver Holding B.V. | 632 | $15.1K | 0.00% | −962−60.4% | Reduced |
| Stephens Consulting, LLC | 644 | $15.4K | 0.00% | +644 | New |
| EverSource Wealth Advisors, LLC | 667 | $16.0K | 0.00% | +29+4.5% | Added |
| Basecamp Wealth Advisors LLC | 715 | $17.1K | 0.00% | +715 | New |
| Harbour Investments, Inc. | 722 | $17.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 732 | $18.0K | 0.00% | +9+1.2% | Added |
| AdvisorNet Financial, Inc | 765 | $18.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 781 | $18.7K | 0.00% | +781 | New |
| Farther Finance Advisors, LLC | 820 | $19.6K | 0.00% | +245+42.6% | Added |
| Central Trust Co | 875 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 912 | $21.9K | 0.00% | +11+1.2% | Added |
| Clearstead Advisors, LLC | 1,015 | $24.3K | 0.00% | +691+213.3% | Added |
| Los Angeles Capital Management LLC | 1,127 | $24.7K | 0.00% | +1,127 | New |
| Spire Wealth Management | 1,035 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,052 | $25.0K | 0.00% | −8,519−89.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,125 | $27.0K | 0.00% | +726+182.0% | Added |
| Sittner & Nelson, LLC | 1,115 | $27.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,182 | $28.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,284 | $30.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,283 | $31.0K | 0.00% | −22−1.7% | Reduced |
| Bryn Mawr Trust Co | 1,308 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,423 | $34.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,537 | $36.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,525 | $36.6K | 0.00% | +1,525 | New |
| Founders Capital Management | 1,600 | $38.4K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,748 | $41.9K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,793 | $43.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,814 | $43.5K | 0.01% | +22+1.2% | Added |
| Huntington National Bank | 1,886 | $45.2K | 0.00% | −149−7.3% | Reduced |
| Emerald Advisers, LLC | 2,073 | $49.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,100 | $50.3K | 0.00% | +758+56.5% | Added |
| Umb Bank N A | 2,176 | $52.2K | 0.00% | +101+4.9% | Added |
| Danske Bank A/S | 2,200 | $52.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,519 | $60.0K | 0.00% | +7+0.3% | Added |
| GWM Advisors LLC | 2,601 | $62.3K | 0.00% | −61−2.3% | Reduced |
| Larson Financial Group LLC | 2,724 | $65.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,731 | $65.5K | 0.00% | +2,731 | New |
| Abound Wealth Management | 2,751 | $65.9K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,884 | $69.1K | 0.00% | +2,051+246.2% | Added |
| Advocate Investing Services LLC | 3,000 | $71.9K | 0.06% | +3,000 | New |
| Versant Capital Management, Inc | 3,222 | $77.2K | 0.01% | +137+4.4% | Added |
| UBS Asset Management Americas Inc | 3,273 | $78.5K | 0.00% | +2,861+694.4% | Added |
| TSFG, LLC | 3,395 | $81.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,457 | $82.9K | 0.00% | +2,547+279.9% | Added |
| GF Fund Management Co. Ltd. | 3,643 | $87.3K | 0.00% | −56−1.5% | Reduced |
| Quadrant Capital Group LLC | 3,761 | $90.2K | 0.00% | +254+7.2% | Added |
| DAGCO, Inc. | 4,111 | $98.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,133 | $99.0K | 0.00% | −121−2.8% | Reduced |
| FIL Ltd | 4,300 | $103.1K | 0.00% | −2,962−40.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,310 | $103.3K | 0.00% | −40−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 4,979 | $119.3K | 0.02% | +54+1.1% | Added |