Kite Realty Group TrustKRG

13F holders, Q4 2025 (December 31)
363holders +2
26new positions
33sold out
3famous investors
$23.97avg. 13F price*

At the end of Q4 2025, 363 institutions reported holding Kite Realty Group Trust (KRG) in their 13F filings, up 2 from Q3 2025. 26 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($784.4M), Vanguard Group Inc. ($731.1M) and Cohen & Steers, Inc. ($630.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Kite Realty Group Trust
Filed as
KITE RLTY GROUP TR (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$26.3M
Exits33$75.6M

All 13F filers, Q3 2025 → Q4 2025: 14,586,388 shares bought and 23,060,011 shares sold, net −8,473,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

BlackRock, Inc. 0.01% Add +0.3% 32,722,581 $784.4M
Vanguard Group Inc. 0.01% Reduce -3.5% 30,499,607 $731.1M
Cohen & Steers, Inc. 1.14% Add +26.3% 26,315,631 $630.8M
State Street Corp. 0.01% Reduce -2.3% 12,218,529 $292.9M
Centersquare Investment Management LLC 1.95% Add +1.3% 8,236,790 $197.4M
Fuller & Thaler Asset Management, Inc. 0.59% Reduce -6.0% 7,229,883 $173.3M
Nomura Asset Management International Inc. 0.25% — 6,770,110 $162.3M
JPMorgan Chase & Co. 0.01% Reduce -38.7% 6,726,351 $161.2M
Bank of America Corp. 0.01% Reduce -5.3% 6,033,552 $144.6M
Geode Capital Management, LLC 0.01% Reduce -0.9% 5,880,604 $141.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.5% 3,812,897 $91.4M
Dimensional Fund Advisors LP 0.02% Reduce -2.6% 3,190,177 $76.5M
Northern Trust Corp. 0.01% Reduce -6.2% 3,101,013 $74.3M
Lasalle Investment Management Securities LLC 2.96% Add +9.4% 3,080,378 $73.8M
Norges Bank 0.01% — 2,580,852 $61.9M
Goldman Sachs Group Inc. 0.01% Add +14.3% 2,223,236 $53.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +6.2% 2,135,421 $51.2M
Citadel Advisors 0.03% Add +42.9% 2,098,043 $50.3M
Franklin Resources Inc. 0.01% Reduce -8.2% 1,897,751 $45.5M
Ameriprise Financial Inc. 0.01% Add +129.2% 1,761,828 $41.4M
Deutsche Bank AG 0.01% Add +434.7% 1,719,375 $41.2M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 1,689,055 $40.5M
Morgan Stanley 0.00% Add +8.0% 1,600,762 $38.4M
Barclays PLC 0.01% Add +22.7% 1,555,883 $37.3M
Sei Investments Co. 0.03% Add +7.7% 1,476,935 $35.4M
Nuveen, LLC 0.01% Reduce -21.8% 1,447,166 $34.7M
Legal & General Group Plc 0.01% Add +9.1% 1,436,514 $34.4M
William Blair Investment Management, LLC 0.09% Reduce -9.3% 1,284,604 $30.8M
FMR LLC 0.00% Add +91.0% 1,227,885 $29.4M
Uniplan Investment Counsel, Inc. 2.89% Reduce -1.7% 1,162,961 $27.9M
Town Lane Management LP 24.16% — 1,062,404 $25.5M
Russell Investments Group, Ltd. 0.03% Reduce -5.6% 1,030,201 $24.7M
UBS Group AG 0.00% Add +37.3% 962,606 $23.1M
LSV Asset Management 0.05% Reduce -0.7% 944,000 $22.6M
Invesco Ltd. 0.00% Add +3.4% 933,097 $22.4M
Systematic Financial Management LP 0.52% Add +1.0% 911,766 $21.9M
Kennedy Capital Management LLC 0.42% Add +6.9% 829,404 $19.9M
Prudential Financial Inc. 0.02% Add +329.0% 773,171 $18.5M
Apollo Management Holdings, L.P. 0.22% New 768,330 $18.4M
STRS Ohio 0.07% Reduce -23.2% 766,758 $18.4M
Lighthouse Investment Partners, LLC 0.58% Reduce -25.3% 721,024 $17.3M
Rhumbline Advisers 0.01% Reduce -7.9% 709,708 $17.0M
HSBC Holdings PLC 0.01% Add +29.9% 635,168 $15.2M
H/2 Credit Manager LP 2.98% No change 560,000 $13.4M
DigitalBridge Group, Inc. 0.96% Reduce -21.3% 513,300 $12.3M
CANADA LIFE ASSURANCE Co 0.02% Reduce -8.0% 477,884 $11.5M
Principal Financial Group Inc. 0.01% Reduce -5.4% 469,034 $11.2M
Alliancebernstein L.P. 0.00% Reduce -3.9% 463,037 $11.1M
California Public Employees Retirement System 0.01% Add +5.8% 450,456 $10.8M
Swiss National Bank 0.01% Add +1.7% 433,497 $10.4M
Clearbridge Investments, LLC 0.01% Reduce -22.8% 433,086 $10.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +17.4% 431,075 $10.3M
Raymond James Financial Inc. 0.00% Reduce -13.0% 380,170 $9.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -49.2% 380,019 $9.1M
Wells Fargo & Company 0.00% Add +26.4% 367,818 $8.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Add +99.4% 365,777 $8.8M
New York State Teachers Retirement System 0.02% Reduce -5.4% 365,031 $8.8M
Algert Global LLC 0.13% No change 339,641 $8.1M
Mutual of America Capital Management LLC 0.08% Reduce -6.5% 331,995 $8.0M
Robeco Institutional Asset Management B.V. 0.01% Add +6.5% 330,000 $7.9M
Nomura Asset Management Co. Ltd. 0.02% Add +2.1% 326,780 $7.8M
Asset Management One Co., Ltd. 0.02% Reduce -2.4% 302,542 $7.3M
Public Employees Retirement System of Ohio 0.02% Reduce -4.6% 298,527 $7.2M
Bernzott Capital Advisors 3.23% Reduce -2.9% 283,673 $6.8M
Millennium Management 0.01% Add +283.2% 279,336 $6.7M
Phocas Financial Corp. 0.86% Reduce -0.2% 275,239 $6.6M
Envestnet Asset Management Inc. 0.00% Reduce -11.3% 266,553 $6.4M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.1% 262,575 $6.3M
Retirement Systems of Alabama 0.02% Reduce -2.3% 259,842 $6.2M
Citigroup Inc. 0.00% Add +44.0% 248,447 $6.0M
Candriam S.C.A. 0.03% Add +164.1% 244,623 $5.9M
Balyasny Asset Management L.P. 0.01% Reduce -69.7% 244,381 $5.9M
SummitTX Capital, L.P. 0.18% Reduce -47.3% 244,336 $5.9M
Argosy-Lionbridge Management, LLC 3.60% Reduce -1.2% 235,000 $5.7M
SG Americas Securities, LLC 0.01% Add +783.7% 235,873 $5.7M
MetLife Investment Management, LLC 0.03% Reduce -66.7% 228,154 $5.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 215,180 $5.2M
Macquarie Group Ltd. 0.02% Reduce -97.1% 212,065 $5.1M
Allianz Asset Management GmbH 0.01% Reduce -0.1% 210,559 $5.0M
California State Teachers Retirement System 0.01% Add +3.1% 209,521 $5.0M
Qube Research & Technologies Ltd 0.01% Reduce -73.5% 209,236 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +2.8% 208,889 $5.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +12.0% 208,658 $5.0M
Great Lakes Advisors, LLC 0.04% No change 183,620 $4.4M
AQR Capital Management 0.00% Add +34.8% 178,939 $4.3M
Focus Partners Wealth 0.00% Add +108.6% 175,387 $4.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.4% 170,677 $4.1M
F/m Investments LLC 0.14% Reduce -6.6% 154,929 $3.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +3.1% 153,344 $3.7M
LPL Financial LLC 0.00% Add +5.5% 146,900 $3.5M
AlphaQuest LLC 0.19% Add +126.8% 142,721 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -1.8% 140,771 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.8% 124,602 $3.0M
Amundi 0.00% Add +6.8% 119,277 $2.9M
ExodusPoint Capital Management, LP 0.03% New 115,310 $2.8M
Bank of Montreal 0.00% Reduce -9.0% 108,878 $2.6M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 107,931 $2.5M
New York State Common Retirement Fund 0.00% Reduce -4.2% 105,372 $2.5M
Nisa Investment Advisors, LLC 0.01% Reduce -17.4% 102,736 $2.5M
Intech Investment Management LLC 0.02% Add +17.2% 102,130 $2.4M
Handelsbanken Fonder AB 0.01% Add +58.1% 102,033 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.6% 101,042 $2.4M
Janus Henderson Group PLC 0.00% No change 99,225 $2.4M
Sterling Capital Management LLC 0.04% Reduce -7.0% 96,320 $2.3M
XTX Topco Ltd 0.06% Reduce -14.9% 95,144 $2.3M
Amalgamated Bank 0.02% Reduce -5.5% 91,204 $2.2M
Resona Asset Management Co.,Ltd. 0.01% Reduce -6.4% 90,882 $2.2M
Anson Funds Management LP 0.31% Add +0.6% 90,570 $2.2M
American Century Companies Inc. 0.00% Add +0.1% 86,496 $2.1M
Prelude Capital Management, LLC 0.15% Reduce -8.1% 84,500 $2.0M
Wolverine Asset Management LLC 0.12% Reduce -57.1% 83,997 $2.0M
Aberdeen Group plc 0.00% Add +4.4% 83,260 $2.0M
Daiwa Securities Group Inc. 0.01% Add +3.3% 82,440 $2.0M
Thrivent Financial for Lutherans 0.00% Add +61.9% 82,396 $2.0M
Teacher Retirement System of Texas 0.01% Add +28.7% 78,862 $1.9M
BNP Paribas Financial Markets 0.00% Add +6.3% 76,994 $1.8M
Voloridge Investment Management, LLC 0.01% Reduce -79.3% 72,902 $1.7M
Quantinno Capital Management LP 0.00% Add +23.4% 69,221 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.8% 69,198 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -7.3% 69,085 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -2.3% 68,641 $1.6M
Presima Securities ULC 0.94% Add +2.3% 67,855 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 66,114 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.5% 67,141 $1.6M
Landscape Capital Management, L.L.C. 0.10% Add +23.2% 63,754 $1.5M
Pensionfund PDN 1.00% No change 63,500 $1.5M
Hantz Financial Services, Inc. 0.02% Add +31.7% 63,238 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 62,179 $1.5M
Arizona State Retirement System 0.01% Reduce -6.1% 61,056 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +260.6% 60,195 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.1% 59,900 $1.4M
Stifel Financial Corp. 0.00% Reduce -1.7% 59,533 $1.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% New 59,135 $1.4M
Susquehanna International Group, LLP 0.00% Add +191.9% 58,878 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -6.6% 58,566 $1.4M
Van Eck Associates Corp. 0.00% Add +8.2% 58,151 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.9% 57,348 $1.4M
Royal Bank of Canada 0.00% Reduce -22.4% 56,579 $1.4M
First Trust Advisors LP 0.00% Add +5.0% 54,895 $1.3M
Verition Fund Management LLC 0.01% Reduce -23.5% 54,600 $1.3M
Lazard Asset Management LLC 0.00% Add +3.8% 54,190 $1.3M
Atria Investments, Inc 0.01% Add +6.7% 51,635 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 51,927 $1.2M
Metis Global Partners, LLC 0.03% Add +3.3% 51,214 $1.2M
State of Michigan Retirement System 0.01% Reduce -2.3% 51,195 $1.2M
Pettee Investors, Inc. 0.68% No change 50,510 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 49,348 $1.2M
ProShare Advisors LLC 0.00% Add +2.8% 48,466 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 48,440 $1.2M
Caxton Associates LLP 0.02% Reduce -63.4% 47,058 $1.1M
KLP Kapitalforvaltning As 0.00% No change 46,795 $1.1M
Howard Capital Management Group, LLC 0.07% Add +0.3% 46,635 $1.1M
State of Wisconsin Investment Board 0.00% Reduce -43.2% 46,188 $1.1M
UniSuper Management Pty Ltd 0.01% Reduce -27.0% 45,053 $1.1M
New Mexico Educational Retirement Board 0.03% No change 44,800 $1.1M
Gallagher Fiduciary Advisors, LLC 0.03% Add +9.1% 43,974 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -2.9% 43,018 $1.0M
Vert Asset Management LLC 0.33% New 41,869 $1.0M
Allstate Corp. 0.01% Add +175.7% 41,616 $998K
Mariner, LLC 0.00% Add +2.7% 39,469 $946K
US Bancorp \de 0.00% Reduce -0.7% 38,361 $920K
Voya Investment Management LLC 0.00% Reduce -3.7% 38,259 $917K
Cerity Partners LLC 0.00% Add +35.8% 37,277 $894K
New Age Alpha Advisors, LLC 0.04% Reduce -19.8% 37,048 $888K
M&T Bank Corp 0.00% Add +162.9% 36,546 $877K
Vanderbilt University 0.15% Reduce -9.3% 35,821 $859K
Creative Planning 0.00% Add +14.8% 35,229 $844K
IFM Investors Pty Ltd 0.01% Reduce -1.4% 35,091 $841K
Natixis Advisors, LLC 0.00% Reduce -74.5% 34,912 $837K
Versor Investments LP 0.13% Reduce -52.9% 34,212 $820K
Kestra Advisory Services, LLC 0.00% Reduce -7.7% 34,124 $818K
Oppenheimer Asset Management Inc. 0.01% Add +51.4% 34,016 $815K
Pictet Asset Management Holding SA 0.00% Add +7.0% 33,629 $806K
TCTC Holdings, LLC 0.02% No change 33,195 $796K
Cambridge Investment Research Advisors, Inc. 0.00% Add +47.8% 32,881 $788K
Nissay Asset Management Corp. /Japan 0.00% Reduce -2.6% 32,816 $787K
Guggenheim Capital LLC 0.01% Reduce -38.4% 32,738 $785K
Victory Capital Management Inc. 0.00% Reduce -56.6% 31,483 $755K
Csenge Advisory Group 0.03% Reduce -8.8% 30,898 $741K
Mercer Global Advisors Inc. 0.00% Add +30.8% 30,013 $719K
Cetera Investment Advisers 0.00% Add +11.0% 29,710 $712K
Pathstone Holdings, LLC 0.00% Reduce -0.5% 29,645 $711K
Pensionfund Sabic 0.19% No change 29,400 $705K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.2% 28,664 $687K
Federated Hermes, Inc. 0.00% Reduce -84.4% 28,275 $678K
Xponance LLC 0.00% Reduce -14.6% 27,505 $659K
Fifth Third Bancorp 0.00% Add +11.8% 26,832 $643K
Brooklyn Investment Group 0.03% New 26,281 $631K
Pacer Advisors, Inc. 0.00% Reduce -42.8% 25,890 $621K
VARCOV Co. 0.24% — 25,107 $602K
Neuberger Berman Group LLC 0.00% Add +12.1% 24,581 $589K
Public Employees Retirement Association of Colorado 0.00% No change 24,340 $583K
Legacy Wealth Asset Management, LLC 0.14% Add +1.8% 24,188 $580K
State of Wyoming 0.06% Add +4.3% 24,157 $579K
Meeder Asset Management Inc. 0.03% New 23,888 $573K
AE Wealth Management LLC 0.00% Reduce -0.1% 22,406 $537K
Verdence Capital Advisors LLC 0.03% Add +0.3% 22,369 $536K
James Investment Research, Inc. 0.06% No change 21,465 $515K
Sanctuary Advisors, LLC 0.00% Reduce -7.7% 20,634 $495K
MAI Capital Management 0.00% Add +0.5% 19,819 $475K
Inspire Investing, LLC 0.04% Reduce -4.2% 19,504 $468K
Harvest Investment Services, LLC 0.09% Reduce -14.1% 19,168 $459K
Vident Advisory, LLC 0.00% Reduce -2.9% 18,678 $448K
GeoWealth Management, LLC 0.02% Add +75.7% 18,207 $436K
Vanguard Personalized Indexing Management, LLC 0.00% Add +2.9% 17,636 $423K
Sequoia Financial Advisors, LLC 0.00% Add +39.9% 17,449 $418K
Federation des caisses Desjardins du Quebec 0.00% Add +25.5% 17,384 $417K
Easterly Investment Partners LLC 0.03% New 17,372 $416K
Epoch Investment Partners, Inc. 0.00% Reduce -6.4% 17,367 $416K
PNC Financial Services Group, Inc. 0.00% Add +3.0% 16,926 $406K
NewEdge Wealth, LLC 0.00% Reduce -7.7% 16,667 $400K
Choreo, LLC 0.01% Reduce -25.1% 16,537 $398K
HighTower Advisors, LLC 0.00% Reduce -4.7% 16,221 $389K
Allworth Financial LP 0.00% Reduce -4.9% 16,099 $386K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 16,131 $384K
Securian Asset Management, Inc. 0.01% Reduce -4.2% 15,778 $378K
Sapient Capital LLC 0.01% No change 15,619 $376K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.2% 15,462 $371K
Captrust Financial Advisors 0.00% Add +2.8% 15,296 $367K
Mackenzie Financial Corp. 0.00% Reduce -0.7% 15,088 $362K
Corient Private Wealth LP 0.00% Add +12.1% 14,899 $357K
Arete Wealth Advisors, LLC 0.02% No change 14,855 $356K
Geneos Wealth Management Inc. 0.01% Add +0.1% 14,607 $350K
Cibc World Markets Corp. 0.00% — 14,401 $345K
Keybank National Association 0.00% Add +0.1% 14,379 $345K
Wealthstar Advisors, LLC 0.18% No change 13,986 $335K
Abel Hall, LLC 0.08% Add +32.6% 13,973 $335K
CFO4Life Group, LLC 0.05% Add +1.2% 13,542 $325K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 13,260 $318K
Evergreen Capital Management LLC 0.01% Add +27.1% 12,655 $303K
Weaver Consulting Group 0.07% Reduce -10.3% 12,275 $294K
Beacon Pointe Advisors, LLC 0.00% Reduce -20.9% 11,904 $285K
Signaturefd, LLC 0.00% Add +7.0% 11,795 $283K
EP Wealth Advisors, LLC 0.00% — 11,681 $280K
Steward Partners Investment Advisory, LLC 0.00% Add +3.4% 11,622 $279K
Ensign Peak Advisors, Inc 0.00% Reduce -66.0% 11,203 $269K
Ethic Inc. 0.00% New 11,091 $266K
Thornburg Investment Management Inc. 0.00% Reduce -96.9% 11,077 $266K
CIBC Private Wealth Group LLC 0.00% Reduce -15.2% 10,911 $262K
Tower Research Capital LLC (TRC) 0.01% Reduce -26.5% 10,814 $259K
Tidal Investments LLC 0.00% Add +13.1% 10,710 $257K
Samalin Investment Counsel, LLC 0.09% Reduce -21.9% 10,667 $256K
Modern Wealth Management, LLC 0.00% Add +0.1% 10,408 $249K
Advisory Resource Group 0.04% No change 10,144 $243K
Swiss Life Asset Management Ltd 0.00% No change 9,975 $239K
Norinchukin Bank, The 0.00% Reduce -4.7% 9,913 $238K
Connable Office Inc. 0.02% No change 9,750 $234K
D.B. Root & Company, LLC 0.05% Reduce -3.6% 9,366 $225K
Stephens Inc. 0.00% Reduce -10.2% 9,344 $224K
Truist Financial Corp. 0.00% Reduce -1.3% 9,275 $222K
Mgo One Seven LLC 0.00% Reduce -4.1% 9,199 $220K
Composition Wealth, LLC 0.00% New 8,777 $210K
Chilton Capital Management LLC 0.01% Add +11.0% 8,666 $208K
Profund Advisors LLC 0.01% Reduce -5.1% 8,622 $207K
GAMMA Investing LLC 0.01% Add +17.5% 7,074 $170K
KBC Group NV 0.00% No change 7,029 $168K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -91.2% 7,012 $168K
Virtus Investment Advisers, LLC 0.04% Reduce -13.0% 6,800 $163K
Parallel Advisors, LLC 0.00% Add +35.5% 6,436 $154K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +33.4% 6,426 $153K
SouthState Bank Corp 0.01% Reduce -69.0% 6,000 $144K
Covestor Ltd 0.07% Add +933.5% 5,343 $128K
EMC Capital Management 0.06% Reduce -15.0% 5,237 $126K
SOA Wealth Advisors, LLC. 0.02% Add +1.1% 4,979 $119K
Blue Trust, Inc. 0.00% Reduce -0.9% 4,310 $103K
FIL Ltd 0.00% Reduce -40.8% 4,300 $103K
Cwm, LLC 0.00% Reduce -2.8% 4,133 $99K
Dagco, Inc. 0.02% No change 4,111 $99K
Quadrant Capital Group LLC 0.00% Add +7.2% 3,761 $90K
GF Fund Management Co. LTD. 0.00% Reduce -1.5% 3,643 $87K
Global Retirement Partners, LLC 0.00% Add +279.9% 3,457 $83K
Tsfg, LLC 0.01% No change 3,395 $81K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +694.4% 3,273 $78K
Versant Capital Management, Inc 0.01% Add +4.4% 3,222 $77K
Advocate Investing Services LLC 0.06% — 3,000 $72K
Rockefeller Capital Management L.P. 0.00% Add +246.2% 2,884 $69K
Abound Wealth Management 0.02% No change 2,751 $66K
SageView Advisory Group, LLC 0.00% New 2,731 $65K
Larson Financial Group LLC 0.00% No change 2,724 $65K
NewEdge Advisors, LLC 0.00% Reduce -2.3% 2,601 $62K
Capital Analysts, LLC 0.00% Add +0.3% 2,519 $60K
Danske Bank A/S 0.00% No change 2,200 $53K
UMB Bank, n.a. 0.00% Add +4.9% 2,176 $52K
First Horizon Corp. 0.00% Add +56.5% 2,100 $50K
Emerald Advisers, LLC 0.00% No change 2,073 $50K
Huntington National Bank 0.00% Reduce -7.3% 1,885 $45K
Strategic Investment Solutions, Inc. 0.01% Add +1.2% 1,814 $43K
Jones Financial Companies LLLP 0.00% No change 1,793 $43K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,748 $42K
Founders Capital Management 0.02% No change 1,600 $38K
Quantbot Technologies LP 0.00% New 1,525 $37K
Coston, McIsaac & Partners 0.01% No change 1,537 $36K
Bokf, NA 0.00% No change 1,423 $34K
Wilmington Savings Fund Society, FSB 0.00% No change 1,308 $31K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 1,283 $31K
Plante Moran Financial Advisors, LLC 0.00% No change 1,284 $31K
LRI Investments, LLC 0.00% No change 1,182 $28K
Sittner & Nelson, LLC 0.01% No change 1,115 $28K
Arax Advisory Partners 0.00% Add +181.9% 1,125 $27K
Bessemer Group Inc. 0.00% Reduce -89.0% 1,052 $25K
Spire Wealth Management 0.00% No change 1,035 $25K
Los Angeles Capital Management LLC 0.00% New 1,127 $25K
Clearstead Advisors, LLC 0.00% Add +213.3% 1,015 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.2% 912 $22K
CENTRAL TRUST Co 0.00% No change 875 $21K
Farther Finance Advisors, LLC 0.00% Add +42.6% 820 $20K
Strategic Wealth Partners, Ltd. 0.00% New 781 $19K
AdvisorNet Financial, Inc 0.00% No change 765 $18K
CX Institutional 0.00% Add +1.2% 732 $18K
Harbour Investments, Inc. 0.00% No change 722 $17K
Basecamp Wealth Advisors LLC 0.00% — 715 $17K
EverSource Wealth Advisors, LLC 0.00% Add +4.5% 667 $16K
Stephens Consulting, LLC 0.01% New 644 $15K
Optiver Holding B.V. 0.00% Reduce -60.4% 632 $15K
Kemnay Advisory Services Inc. 0.00% New 621 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 602 $14K
IFP Advisors, Inc 0.00% Add +12.6% 583 $14K
Parkside Financial Bank & Trust 0.00% Add +1.0% 522 $13K
Sachetta, LLC 0.01% New 498 $12K
Rossby Financial, LCC 0.00% New 476 $11K
Private Trust Co. NA 0.00% No change 474 $11K
Simplex Trading, LLC 0.00% New 463 $11K
Rothschild Investment LLC 0.00% Add +21.6% 422 $10K
Brown Brothers Harriman & Co. 0.00% Add +101.0% 422 $10K
Smartleaf Asset Management LLC 0.00% Add +87.0% 389 $9K
Ancora Advisors LLC 0.00% No change 336 $8K
McIlrath & Eck, LLC 0.00% No change 324 $8K
Sound Income Strategies, LLC 0.00% Reduce -13.5% 326 $8K
Quent Capital, LLC 0.00% Add +21.7% 308 $7K
Trust Co. of Vermont 0.00% No change 266 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 254 $6K
Smithfield Trust Co 0.00% No change 249 $6K
High Note Wealth, LLC 0.00% Add +6.7% 223 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% New 216 $5K
Bell Investment Advisors, Inc 0.00% Reduce -83.8% 214 $5K
Key Financial Inc 0.00% No change 202 $5K
Cornerstone Planning Group LLC 0.00% Reduce -4.1% 209 $5K
Farmers & Merchants Investments Inc. 0.00% Add +5.6% 190 $5K
GHP Investment Advisors, Inc. 0.00% No change 181 $4K
Assetmark, Inc. 0.00% Reduce -20.3% 165 $4K
WPG Advisers, LLC 0.00% No change 156 $4K
TD Private Client Wealth LLC 0.00% Add +8.9% 134 $3K
Ares Financial Consulting, LLC 0.00% — 122 $3K
Concord Wealth Partners 0.00% No change 114 $3K
Zions Bancorporation, National Association 0.00% New 102 $2K
HM Payson & Co. 0.00% No change 95 $2K
Westfuller Advisors, LLC 0.00% Add +1.4% 74 $2K
Quarry LP 0.00% Reduce -42.0% 69 $2K
Physician Wealth Advisors, Inc. 0.00% No change 65 $2K
International Assets Investment Management, LLC 0.00% New 63 $2K
Alerus Financial NA 0.00% No change 62 $1K
Cornerstone Financial Management LLC 0.00% — 60 $1K
Strengthening Families & Communities, LLC 0.00% No change 48 $1K
Elyxium Wealth, LLC 0.00% New 48 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 32 $768
North Star Investment Management Corp. 0.00% New 22 $527
Essential Partners LLC 0.00% Add +58.3% 19 $455
Dunhill Financial, LLC 0.00% New 12 $282
Godfrey Financial Associates, Inc. 0.00% — 5 $120
MV Capital Management, Inc. 0.00% New 1 $24
Keating Financial Advisory Services, Inc. 0.00% — 1 $24
Capital Advisors, Ltd. LLC 0.00% No change 6 $0
Avion Wealth 0.00% Reduce -4.3% 22 $0

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