Kite Realty Group TrustKRG

13F holders, Q1 2024 (March 31)
339holders
7famous investors
$21.68avg. 13F price*

At the end of Q1 2024, 339 institutions reported holding Kite Realty Group Trust (KRG) in their 13F filings. The largest holders were BlackRock Inc. ($748.3M), Vanguard Group Inc. ($728.4M) and State Street Corp. ($270.6M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Kite Realty Group Trust
Filed as
KITE RLTY GROUP TR (Q1 2024)
CUSIP
49803T300
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 339Q1 2024Q2 2024: 343Q2 2024Q3 2024: 351Q3 2024Q4 2024: 372Q4 2024Q1 2025: 359Q1 2025Q2 2025: 349Q2 2025Q3 2025: 361Q3 2025Q4 2025: 363Q4 2025Q1 2026: 374Q1 2026Q2 2026: 402Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$51.4M
Exits38$52.3M

Ownership 339 holders

BlackRock Inc. 0.02% Add +1.2% 34,516,641 $748.3M
Vanguard Group Inc. 0.01% Add +2.7% 33,597,373 $728.4M
State Street Corp. 0.01% Reduce -7.6% 12,482,434 $270.6M
Macquarie Group Ltd. 0.25% Reduce -1.6% 9,965,816 $216.1M
JPMorgan Chase & Co. 0.02% Add +25.6% 9,824,200 $213.0M
Fuller & Thaler Asset Management, Inc. 0.52% Add +3.1% 5,544,938 $120.2M
Geode Capital Management, LLC 0.01% Add +3.2% 5,417,069 $117.5M
Cohen & Steers, Inc. 0.21% Add +122.1% 4,702,246 $101.9M
Nuveen Asset Management, LLC 0.02% Add +6.6% 3,739,367 $81.1M
Bank of America Corp. 0.01% Add +57.7% 3,484,828 $75.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.1% 3,381,093 $73.3M
Dimensional Fund Advisors LP 0.02% Reduce -2.6% 3,091,279 $67.0M
Prudential Financial Inc. 0.09% Add +1621.9% 3,082,907 $66.8M
Northern Trust Corp. 0.01% Reduce -8.3% 3,001,918 $65.1M
Norges Bank 0.01% Add +6.5% 2,458,132 $53.3M
Balyasny Asset Management L.P. 0.13% Reduce -26.1% 2,304,716 $50.0M
Morgan Stanley 0.00% Reduce -10.6% 2,199,448 $47.7M
Bank of New York Mellon Corp 0.01% Reduce -3.2% 2,154,935 $46.7M
Millennium Management 0.04% Reduce -8.3% 2,116,950 $45.9M
Citadel Advisors 0.04% Add +33.1% 2,001,566 $43.4M
William Blair Investment Management, LLC 0.11% Reduce -0.1% 1,964,532 $42.6M
Heitman Real Estate Securities LLC 2.41% Reduce -8.1% 1,953,837 $42.4M
American Century Companies Inc. 0.02% Reduce -23.6% 1,784,980 $38.7M
Legal & General Group Plc 0.01% Reduce -1.1% 1,737,907 $37.7M
Uniplan Investment Counsel, Inc. 2.90% Reduce -4.4% 1,672,798 $36.3M
Ameriprise Financial Inc. 0.01% Reduce -13.7% 1,595,656 $34.6M
ExodusPoint Capital Management, LP 0.39% Add +690.2% 1,443,053 $31.3M
Goldman Sachs Group Inc. 0.01% Reduce -15.6% 1,405,200 $30.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.8% 1,259,728 $27.3M
Brookfield Corp 0.14% Reduce -42.0% 1,118,006 $24.2M
Kennedy Capital Management LLC 0.46% Reduce -6.5% 1,038,810 $22.5M
STRS Ohio 0.09% Reduce -46.1% 1,006,858 $21.8M
FMR LLC 0.00% Add +2721.0% 976,847 $21.2M
Principal Financial Group Inc. 0.01% Add +15.8% 948,658 $20.6M
LSV Asset Management 0.04% Add +0.9% 925,000 $20.1M
Barclays PLC 0.01% Reduce -3.9% 906,497 $19.7M
Qube Research & Technologies Ltd 0.03% Reduce -17.6% 837,964 $18.2M
Rhumbline Advisers 0.02% Add +0.5% 815,305 $17.7M
Clearbridge Investments, LLC 0.01% Add +2.3% 814,322 $17.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +2.2% 681,658 $14.8M
Point72 Asset Management 0.04% Add +3369.8% 666,193 $14.4M
Fort Washington Investment Advisors Inc. 0.09% Add +21.2% 651,011 $14.1M
Alyeska Investment Group, L.P. 0.08% New 611,432 $13.3M
Verition Fund Management LLC 0.14% Reduce -16.9% 587,468 $12.7M
Tudor Investment Corporation 0.14% Reduce -4.5% 536,334 $11.6M
Alliancebernstein L.P. 0.00% Reduce -63.3% 527,970 $11.4M
Systematic Financial Management LP 0.31% New 513,778 $11.1M
Invesco Ltd. 0.00% Reduce -9.0% 508,261 $11.0M
Ziegler Capital Management, LLC 0.40% Add +150.7% 491,534 $10.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -0.2% 455,537 $9.9M
CBRE Investment Management Listed Real Assets LLC 0.18% Add +22.3% 451,202 $9.8M
Thornburg Investment Management Inc. 0.13% Reduce -5.2% 444,493 $9.6M
Swiss National Bank 0.01% No change 432,397 $9.4M
Franklin Resources Inc. 0.00% Add +405.9% 417,573 $9.1M
Chartwell Investment Partners, LLC 0.31% Reduce -19.9% 407,469 $8.8M
American International Group, Inc. 0.03% Reduce -1.7% 395,984 $8.6M
Guggenheim Capital LLC 0.06% Add +7.0% 394,338 $8.5M
New York State Teachers Retirement System 0.02% Add +0.1% 388,658 $8.4M
Hazelview Securities Inc. 1.58% Reduce -60.4% 396,522 $8.4M
CANADA LIFE ASSURANCE Co 0.02% Add +2.9% 386,837 $8.4M
California Public Employees Retirement System 0.01% Reduce -4.4% 385,344 $8.4M
Daiwa Securities Group Inc. 0.04% Add +430.8% 352,219 $7.6M
Deutsche Bank AG 0.00% Reduce -93.2% 341,596 $7.4M
Asset Management One Co., Ltd. 0.03% Reduce -2.6% 327,576 $7.1M
Public Employees Retirement System of Ohio 0.03% Reduce -0.5% 314,756 $6.8M
Credit Suisse AG/ 0.01% Reduce -20.9% 304,258 $6.6M
Lighthouse Investment Partners, LLC 0.36% Reduce -35.2% 285,000 $6.2M
Great Lakes Advisors, LLC 0.05% New 280,610 $6.1M
Mutual of America Capital Management LLC 0.07% Add +17.9% 279,606 $6.1M
Retirement Systems of Alabama 0.02% Add +0.3% 275,494 $6.0M
Envestnet Asset Management Inc. 0.00% Add +12.7% 272,933 $5.9M
State of Wisconsin Investment Board 0.02% Reduce -30.5% 270,335 $5.9M
Nomura Asset Management Co. Ltd. 0.02% Add +2.3% 268,040 $5.8M
UBS Group AG 0.00% Add +4.2% 267,551 $5.8M
Manufacturers Life Insurance Company, The 0.01% Add +2.1% 267,175 $5.8M
Federated Hermes, Inc. 0.01% Reduce -1.7% 262,692 $5.7M
State of New Jersey Common Pension Fund D 0.02% Add +20.8% 251,551 $5.5M
Voloridge Investment Management, LLC 0.02% New 231,274 $5.0M
Greenland Capital Management LP 0.83% Add +473.6% 229,419 $5.0M
MetLife Investment Management, LLC 0.03% Reduce -2.9% 227,556 $4.9M
Boothbay Fund Management, LLC 0.15% Add +47.7% 219,314 $4.8M
Renaissance Technologies 0.01% Add +1220.9% 219,303 $4.8M
California State Teachers Retirement System 0.01% Reduce -5.3% 219,168 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +0.1% 207,412 $4.5M
Cubist Systematic Strategies, LLC 0.05% Reduce -1.0% 206,625 $4.5M
HSBC Holdings PLC 0.00% Add +50.6% 205,225 $4.4M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 192,005 $4.2M
D. E. Shaw & Co. 0.01% Add +337.1% 172,720 $3.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.12% New 171,484 $3.7M
Jane Street Group, LLC 0.00% Reduce -25.6% 149,304 $3.2M
Citigroup Inc. 0.00% Add +16.1% 137,967 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +6.5% 137,186 $3.0M
LDR Capital Management LLC 2.44% Add +65.0% 137,105 $3.0M
Roumell Asset Management, LLC 5.58% No change 136,844 $3.0M
Algert Global LLC 0.12% Add +136.8% 135,830 $2.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.09% Add +1384.6% 135,125 $2.9M
Sei Investments Co. 0.00% Reduce -2.6% 134,723 $2.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.8% 133,434 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -93.0% 129,242 $2.8M
Victory Capital Management Inc. 0.00% Add +0.8% 126,808 $2.7M
State of Alaska, Department of Revenue 0.03% Add +0.5% 126,703 $2.7M
Amundi 0.00% Reduce -5.4% 131,048 $2.7M
Raymond James & Associates 0.00% Reduce -1.2% 122,379 $2.7M
Focus Partners Wealth 0.02% Add +14.7% 120,173 $2.6M
Wells Fargo & Company 0.00% Add +2.2% 116,794 $2.5M
Amalgamated Bank 0.02% Reduce -9.3% 114,855 $2.5M
BNP Paribas Financial Markets 0.00% Reduce -12.5% 114,227 $2.5M
Epoch Investment Partners, Inc. 0.01% New 112,172 $2.4M
Osaic Holdings, Inc. 0.01% Reduce -17.3% 107,643 $2.3M
AQR Capital Management 0.00% Add +251.8% 106,606 $2.3M
Presima Securities ULC 0.54% Reduce -12.3% 106,430 $2.3M
Truist Financial Corp. 0.00% Reduce -0.9% 103,827 $2.3M
AlphaQuest LLC 0.39% Add +47.6% 103,231 $2.2M
Janus Henderson Group PLC 0.00% Add +0.0% 100,355 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -2.2% 99,938 $2.2M
LPL Financial LLC 0.00% Add +11.1% 96,449 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -5.0% 95,394 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.1% 94,181 $2.0M
New York State Common Retirement Fund 0.00% Add +2.4% 92,524 $2.0M
Ensign Peak Advisors, Inc 0.00% Reduce -8.8% 91,678 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -3.0% 100,862 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.0% 86,784 $1.9M
Resona Asset Management Co.,Ltd. 0.01% — 85,938 $1.9M
Pensionfund PDN 0.97% Add +12.1% 83,500 $1.8M
Mariner, LLC 0.00% Reduce -2.4% 78,229 $1.7M
Stifel Financial Corp. 0.00% Reduce -6.0% 71,743 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 71,424 $1.5M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -11.9% 70,816 $1.5M
Ameritas Investment Partners, Inc. 0.05% No change 70,445 $1.5M
Voya Investment Management LLC 0.00% Reduce -30.2% 70,159 $1.5M
State Board of Administration of Florida Retirement System 0.00% Add +13.1% 70,299 $1.5M
Vident Advisory, LLC 0.03% Add +16.5% 66,617 $1.4M
Louisiana State Employees Retirement System 0.03% Add +2.4% 63,100 $1.4M
Walleye Capital LLC 0.02% Reduce -90.9% 62,717 $1.4M
Bluefin Capital Management, LLC 0.34% New 62,500 $1.4M
UniSuper Management Pty Ltd 0.01% Add +1.5% 62,353 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -40.4% 60,680 $1.3M
Arizona State Retirement System 0.01% Reduce -1.7% 60,293 $1.3M
Pictet Asset Management Holding SA 0.00% Add +3.7% 59,578 $1.3M
Alberta Investment Management Corp 0.01% No change 57,400 $1.2M
First Trust Advisors LP 0.00% Reduce -66.3% 57,129 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -41.9% 56,842 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -12.2% 54,234 $1.2M
State of Michigan Retirement System 0.01% Add +2.5% 53,895 $1.2M
Kestra Advisory Services, LLC 0.01% New 53,811 $1.2M
State of Tennessee, Department of Treasury 0.00% No change 52,500 $1.1M
Pettee Investors, Inc. 0.46% No change 50,510 $1.1M
ProShare Advisors LLC 0.00% Add +4.7% 49,851 $1.1M
DekaBank Deutsche Girozentrale 0.00% Reduce -66.1% 50,136 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 48,934 $1.1M
US Bancorp \de 0.00% Reduce -16.5% 48,390 $1.0M
Nebula Research & Development LLC 0.23% Add +305.9% 48,179 $1.0M
Graham Capital Management, L.P. 0.05% New 45,404 $984K
Engineers Gate Manager LP 0.03% Add +28.7% 45,275 $982K
New Mexico Educational Retirement Board 0.03% No change 44,800 $971K
Handelsbanken Fonder AB 0.00% No change 44,733 $970K
Duality Advisers, LP 0.09% Add +4.0% 44,268 $960K
Pensionfund Sabic 0.28% Add +26.2% 43,400 $941K
Schonfeld Strategic Advisors LLC 0.01% Add +39.6% 42,650 $925K
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -59.8% 41,563 $901K
Marcum Wealth, LLC 0.09% No change 40,284 $873K
TCW Group Inc. 0.01% Add +6.2% 40,042 $868K
Centiva Capital, LP 0.05% New 39,256 $851K
Glenmede Trust Co. NA 0.00% Reduce -17.6% 38,433 $833K
Aberdeen Group plc 0.00% Reduce -3.9% 38,348 $831K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +12.6% 38,279 $830K
Cerity Partners LLC 0.00% Add +158.9% 36,535 $792K
Bayesian Capital Management, LP 0.08% Add +22.5% 36,422 $790K
Boston Partners 0.00% New 34,670 $752K
Bailard, Inc. 0.02% Add +2.7% 33,800 $733K
M&T Bank Corp 0.00% Reduce -6.3% 33,198 $719K
Howard Capital Management Group, LLC 0.06% No change 33,176 $719K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 32,692 $709K
Cipher Capital LP 0.33% Add +5.0% 32,683 $709K
Nicola Wealth Management LTD. 0.07% Reduce -40.8% 24,064 $706K
Natixis Advisors, LLC 0.00% Reduce -7.9% 32,179 $698K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.1% 31,958 $693K
Xponance LLC 0.01% Reduce -0.5% 31,519 $683K
Van Eck Associates Corp. 0.00% Add +2.3% 31,233 $677K
Stevens Capital Management LP 0.13% New 30,993 $672K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -2.6% 30,740 $666K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.5% 29,797 $646K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.7% 29,112 $631K
HGI Capital Management, LLC 0.66% New 28,083 $609K
Nissay Asset Management Corp. /Japan 0.00% Reduce -1.5% 27,937 $606K
Henshaw Capital LLC 0.03% No change 27,933 $606K
Entropy Technologies, LP 0.06% New 27,399 $594K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -11.9% 25,795 $559K
NewEdge Wealth, LLC 0.01% Reduce -12.8% 25,872 $553K
Harvest Investment Services, LLC 0.22% Reduce -1.3% 25,225 $547K
Pathstone Holdings, LLC 0.00% Add +12.3% 25,105 $544K
Los Angeles Capital Management LLC 0.00% New 24,191 $524K
Quantinno Capital Management LP 0.01% Add +12.4% 23,856 $517K
Shell Asset Management Co. 0.02% Reduce -8.5% 22,724 $509K
Bank of Montreal 0.00% Reduce -92.1% 23,324 $506K
Man Group plc 0.00% Reduce -44.3% 22,990 $498K
Wealthstar Advisors, LLC 0.17% Reduce -2.5% 22,843 $495K
SG Americas Securities, LLC 0.00% Reduce -38.2% 22,570 $489K
Legacy Wealth Asset Management, LLC 0.13% Add +1.6% 21,811 $473K
SouthState Bank Corp 0.04% No change 21,385 $464K
Brevan Howard Capital Management LP 0.04% Reduce -7.7% 20,900 $453K
HighTower Advisors, LLC 0.00% Add +14.2% 20,513 $446K
Lincoln National Corp. 0.01% Add +42.2% 20,311 $440K
Inspire Investing, LLC 0.04% Add +21.4% 20,229 $439K
Martingale Asset Management L P 0.01% Reduce -65.8% 20,140 $437K
Fifth Third Bancorp 0.00% Reduce -8.3% 19,779 $429K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -22.9% 19,711 $427K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.2% 18,456 $400K
First Trust Direct Indexing L.P. 0.03% Reduce -0.7% 18,417 $399K
MQS Management LLC 0.23% Reduce -43.8% 18,381 $399K
Metropolitan Life Insurance Co 0.02% Reduce -5.4% 18,217 $395K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 18,041 $391K
Captrust Financial Advisors 0.00% Add +28.9% 17,338 $376K
MAI Capital Management 0.00% No change 17,334 $376K
Royal Bank of Canada 0.00% Reduce -74.4% 17,294 $374K
New York Life Investment Management LLC 0.00% New 17,053 $370K
United Services Automobile Association 0.01% No change 17,004 $369K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.8% 16,981 $368K
Atom Investors LP 0.04% Reduce -61.4% 16,002 $347K
IHT Wealth Management, LLC 0.01% Add +0.7% 15,754 $342K
Sapient Capital LLC 0.01% No change 15,624 $339K
Mackenzie Financial Corp. 0.00% Reduce -89.9% 15,323 $332K
Cetera Investment Advisers 0.00% New 15,315 $332K
SkyOak Wealth, LLC 0.08% Reduce -8.5% 15,147 $328K
Metis Global Partners, LLC 0.01% Add +5.2% 15,136 $328K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 14,731 $319K
Verdence Capital Advisors LLC 0.03% Add +0.5% 14,717 $319K
SageView Advisory Group, LLC 0.02% New 2,413 $312K
Weaver Consulting Group 0.11% Reduce -6.2% 14,293 $310K
Arete Wealth Advisors, LLC 0.03% No change 14,274 $309K
Keybank National Association 0.00% Add +0.5% 13,540 $294K
Vanderbilt University 0.06% New 13,510 $293K
Stephens Inc. 0.00% Reduce -7.5% 13,449 $292K
Hantz Financial Services, Inc. 0.01% New 13,288 $288K
Creative Planning 0.00% Reduce -3.5% 12,944 $281K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.7% 12,568 $272K
Steward Partners Investment Advisory, LLC 0.00% No change 12,556 $272K
CFO4Life Group, LLC 0.05% Add +1.1% 12,457 $270K
CIBC Private Wealth Group LLC 0.00% Add +7.5% 12,603 $267K
Squarepoint Ops LLC 0.00% Reduce -45.1% 12,288 $266K
Susquehanna International Group, LLP 0.00% Reduce -87.7% 12,116 $263K
PNC Financial Services Group, Inc. 0.00% Add +103.4% 11,663 $253K
Worth Venture Partners, LLC 1.74% Add +21.1% 11,500 $249K
Neuberger Berman Group LLC 0.00% Reduce -3.4% 11,323 $245K
Signaturefd, LLC 0.01% Reduce -2.0% 11,158 $242K
Profund Advisors LLC 0.01% Reduce -2.4% 11,111 $241K
Sheaff Brock Investment Advisors, LLC 0.02% No change 11,110 $241K
Ballentine Partners, LLC 0.00% Add +0.5% 10,723 $232K
Norinchukin Bank, The 0.01% Reduce -1.1% 10,419 $226K
Quantum Portfolio Management LLC 0.13% Reduce -3.7% 10,270 $223K
Foster & Motley Inc. 0.02% Reduce -32.8% 10,129 $220K
Advisory Resource Group 0.05% No change 10,144 $220K
D.B. Root & Company, LLC 0.07% No change 9,888 $214K
EMC Capital Management 0.12% New 9,600 $208K
Shelton Capital Management 0.01% No change 9,456 $205K
Geneos Wealth Management Inc. 0.01% Add +14.0% 9,225 $200K
State of Wyoming 0.03% Reduce -48.4% 9,128 $198K
PEAK6 Investments LLC 0.01% Add +0.4% 8,880 $193K
Bessemer Group Inc. 0.00% No change 8,615 $187K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.2% 6,167 $134K
Central Pacific Bank - Trust Division 0.02% — 6,190 $131K
Retirement Group, LLC 0.05% No change 5,928 $129K
VitalStone Financial, LLC 0.09% Reduce -31.1% 5,321 $115K
KBC Group NV 0.00% Add +49.0% 4,918 $107K
Lazard Asset Management LLC 0.00% Reduce -2.3% 4,895 $106K
SOA Wealth Advisors, LLC. 0.02% Add +1.0% 4,631 $100K
NewEdge Advisors, LLC 0.00% Add +75.4% 4,562 $99K
Quadrant Capital Group LLC 0.01% Reduce -10.8% 3,710 $80K
Allworth Financial LP 0.00% Add +0.3% 3,498 $76K
Tsfg, LLC 0.02% No change 3,395 $74K
Concourse Financial Group Securities, Inc. 0.00% No change 3,314 $72K
Covestor Ltd 0.04% Add +203.6% 3,212 $70K
Parallel Advisors, LLC 0.00% Add +1.5% 3,066 $66K
C M Bidwell & Associates Ltd. 0.05% Reduce -1.0% 3,060 $66K
Lindbrook Capital, LLC 0.01% Add +11.2% 2,883 $63K
Cwm, LLC 0.00% Reduce -0.1% 2,799 $61K
Abound Wealth Management 0.02% No change 2,751 $60K
EntryPoint Capital, LLC 0.05% Add +109.6% 2,744 $59K
Capital Analysts, LLC 0.00% Add +0.7% 2,630 $57K
Blue Trust, Inc. 0.00% Reduce -8.0% 2,322 $50K
Group One Trading LLC 0.00% New 2,223 $48K
Emerald Advisers, LLC 0.00% New 2,073 $45K
Pineridge Advisors LLC 0.01% Add +1.1% 1,728 $37K
CENTRAL TRUST Co 0.00% No change 1,675 $36K
Founders Capital Management 0.02% No change 1,600 $35K
Coston, McIsaac & Partners 0.01% No change 1,537 $33K
Simplex Trading, LLC 0.00% Reduce -67.8% 1,511 $32K
Huntington National Bank 0.00% Reduce -13.9% 1,359 $29K
Bell Investment Advisors, Inc 0.01% No change 1,318 $29K
Plante Moran Financial Advisors, LLC 0.00% No change 1,284 $28K
Harbour Investments, Inc. 0.00% Add +131.8% 1,270 $28K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -23.1% 1,267 $27K
Sittner & Nelson, LLC 0.01% No change 1,115 $24K
Quarry LP 0.01% New 1,077 $23K
Allspring Global Investments Holdings, LLC 0.00% Add +117.6% 1,053 $23K
Retirement Guys Formula LLC 0.01% No change 11,903 $22K
Spire Wealth Management 0.00% No change 1,025 $22K
Avior Wealth Management, LLC 0.00% New 1,009 $22K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.7% 862 $19K
Impact Partnership Wealth, LLC 0.01% No change 802 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 790 $17K
GAMMA Investing LLC 0.00% Add +27.1% 761 $16K
AdvisorNet Financial, Inc 0.00% Reduce -3.4% 715 $16K
Tidemark, LLC 0.01% No change 702 $15K
IFP Advisors, Inc 0.00% No change 655 $14K
Continuum Advisory, LLC 0.00% New 655 $14K
EverSource Wealth Advisors, LLC 0.00% Add +6.5% 558 $12K
Towne Trust Company, N.A 0.00% New 561 $12K
Financial Gravity Asset Management, Inc. 0.00% No change 497 $11K
Private Trust Co. NA 0.00% No change 488 $11K
Farther Finance Advisors, LLC 0.00% Reduce -2.7% 436 $9K
Principal Securities, Inc. 0.00% Add +45.6% 402 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -32.1% 396 $9K
Sound Income Strategies, LLC 0.00% No change 377 $8K
Whittier Trust Co. 0.00% No change 338 $7K
McIlrath & Eck, LLC 0.00% No change 324 $7K
GPS Wealth Strategies Group, LLC 0.00% New 314 $7K
Horizon Bancorp Inc. 0.00% No change 265 $6K
Capital Advisors, Ltd. LLC 0.00% No change 267 $6K
Westside Investment Management, Inc. 0.00% No change 249 $5K
Strengthening Families & Communities, LLC 0.00% Add +1.0% 211 $5K
Smithfield Trust Co 0.00% New 249 $5K
Global Retirement Partners, LLC 0.00% Add +2.7% 229 $5K
Key Financial Inc 0.00% No change 202 $4K
Versant Capital Management, Inc 0.00% No change 170 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 156 $3K
Smartleaf Asset Management LLC 0.00% Add +1775.0% 150 $3K
TD Private Client Wealth LLC 0.00% Reduce -50.3% 148 $3K
Concord Wealth Partners 0.00% No change 114 $2K
Farmers & Merchants Investments Inc. 0.00% No change 95 $2K
UMB Bank, n.a. 0.00% Add +6700.0% 68 $1K
Sachetta, LLC 0.00% No change 53 $1K
Parkside Financial Bank & Trust 0.00% No change 54 $1K
Valley National Advisers Inc. 0.00% Reduce -21.7% 90 $1K
ClariVest Asset Management LLC 0.00% No change 23 $499
Horizon Investments, LLC 0.00% No change 21 $450
Rothschild Investment LLC 0.00% New 20 $434
Toronto Dominion Bank 0.00% No change 6 $130
CoreCap Advisors, LLC 0.00% New 1 $22

"% of holder's portfolio" is KRG's weight in each manager's 13F, not the share of Kite Realty Group Trust the manager owns.