Kite Realty Group TrustKRG

13F holders, Q1 2026 (March 31)
374holders +11
37new positions
27sold out
6famous investors
$24.55avg. 13F price*

At the end of Q1 2026, 374 institutions reported holding Kite Realty Group Trust (KRG) in their 13F filings, up 11 from Q4 2025. 37 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($801.7M), Cohen & Steers, Inc. ($638.4M) and Vanguard Portfolio Management LLC ($464.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Kite Realty Group Trust
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions37$46.4M
Exits27$25.5M

All 13F filers, Q4 2025 → Q1 2026: 8,070,958 shares bought and 10,523,552 shares sold, net −2,452,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 374 holders

BlackRock, Inc. 0.01% Reduce -0.2% 32,654,410 $801.7M
Cohen & Steers, Inc. 1.11% Reduce -1.2% 26,005,377 $638.4M
Vanguard Portfolio Management LLC 0.02% — 18,908,115 $464.2M
State Street Corp. 0.01% Reduce -1.1% 12,088,770 $296.8M
Vanguard Capital Management LLC 0.01% — 9,345,933 $229.4M
Centersquare Investment Management LLC 2.00% Reduce -4.1% 7,897,787 $193.9M
Fuller & Thaler Asset Management, Inc. 0.58% Reduce -3.5% 6,979,970 $171.4M
JPMorgan Chase & Co. 0.01% Reduce -3.2% 6,512,762 $159.2M
Nomura Asset Management International Inc. 0.26% Reduce -7.8% 6,240,410 $153.2M
Geode Capital Management, LLC 0.01% Add +3.6% 6,092,466 $149.6M
Bank of America Corp. 0.01% Reduce -1.4% 5,952,067 $146.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.4% 3,940,883 $96.7M
Dimensional Fund Advisors LP 0.02% Add +0.3% 3,200,466 $78.6M
Northern Trust Corp. 0.01% Add +1.2% 3,138,331 $77.0M
Lasalle Investment Management Securities LLC 2.30% Reduce -23.1% 2,369,854 $58.2M
Citadel Advisors 0.04% Reduce -0.8% 2,081,841 $51.1M
Franklin Resources Inc. 0.01% Add +6.1% 2,013,450 $49.4M
Morgan Stanley 0.00% Add +16.4% 1,863,679 $45.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -14.6% 1,824,261 $44.8M
Bank of New York Mellon Corp 0.01% Reduce -1.1% 1,671,110 $41.0M
Ameriprise Financial Inc. 0.01% Reduce -10.8% 1,571,162 $38.5M
Goldman Sachs Group Inc. 0.00% Reduce -31.5% 1,521,931 $37.4M
FMR LLC 0.00% Add +21.4% 1,490,260 $36.6M
Sei Investments Co. 0.03% Reduce -0.1% 1,475,845 $36.2M
Vanguard Fiduciary Trust Co. 0.01% — 1,391,897 $34.2M
William Blair Investment Management, LLC 0.11% Add +3.2% 1,325,260 $32.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +40188.2% 1,318,634 $32.4M
Legal & General Group Plc 0.01% Reduce -8.2% 1,318,222 $32.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +499.9% 1,251,733 $30.7M
Nuveen, LLC 0.01% Reduce -18.2% 1,184,398 $29.1M
LSV Asset Management 0.06% Add +20.1% 1,133,400 $27.8M
Uniplan Investment Counsel, Inc. 2.84% Reduce -6.3% 1,089,793 $26.8M
Town Lane Management LP 24.60% No change 1,062,404 $26.1M
Russell Investments Group, Ltd. 0.03% Reduce -0.7% 1,022,685 $25.1M
Barclays PLC 0.01% Reduce -36.5% 987,724 $24.2M
Invesco Ltd. 0.00% Reduce -4.8% 888,382 $21.8M
Systematic Financial Management LP 0.50% Reduce -2.9% 885,797 $21.7M
Prudential Financial Inc. 0.03% Add +7.7% 832,692 $20.4M
Kennedy Capital Management LLC 0.43% Add +0.4% 832,367 $20.4M
Apollo Management Holdings, L.P. 0.37% No change 768,330 $18.9M
Principal Financial Group Inc. 0.01% Add +52.5% 715,319 $17.6M
Rhumbline Advisers 0.01% Reduce -0.1% 709,282 $17.4M
APG Asset Management US Inc. 0.13% New 691,850 $16.9M
UBS Group AG 0.00% Reduce -32.1% 653,901 $16.1M
H/2 Credit Manager LP 2.79% No change 560,000 $13.7M
California Public Employees Retirement System 0.01% Add +9.6% 493,591 $12.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -0.7% 474,705 $11.7M
Voloridge Investment Management, LLC 0.05% Add +535.7% 463,407 $11.4M
Alliancebernstein L.P. 0.00% Add +0.4% 464,878 $11.1M
Swiss National Bank 0.01% Reduce -1.2% 428,397 $10.5M
HSBC Holdings PLC 0.01% Reduce -32.8% 426,954 $10.5M
Clearbridge Investments, LLC 0.01% Reduce -3.3% 418,620 $10.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -3.1% 417,596 $10.3M
STRS Ohio 0.04% Reduce -45.7% 416,058 $10.2M
Citigroup Inc. 0.01% Add +60.2% 397,976 $9.8M
New York State Teachers Retirement System 0.02% Add +2.3% 373,582 $9.2M
Easterly Investment Partners LLC 0.69% Add +2016.0% 367,592 $9.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% Reduce -1.5% 360,377 $8.8M
Lighthouse Investment Partners, LLC 0.33% Reduce -50.5% 356,751 $8.8M
SummitTX Capital, L.P. 0.28% Add +45.4% 355,188 $8.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -7.3% 352,117 $8.6M
Deutsche Bank AG 0.00% Reduce -79.8% 346,412 $8.5M
Algert Global LLC 0.13% No change 339,641 $8.3M
Nomura Asset Management Co. Ltd. 0.02% Add +2.3% 334,170 $8.2M
Mutual of America Capital Management LLC 0.09% Reduce -2.7% 323,130 $7.9M
Raymond James Financial Inc. 0.00% Reduce -15.3% 321,968 $7.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -7.6% 305,000 $7.5M
Asset Management One Co., Ltd. 0.02% Reduce -1.4% 298,336 $7.3M
Envestnet Asset Management Inc. 0.00% Add +5.6% 281,541 $6.9M
D. E. Shaw & Co. 0.01% New 277,036 $6.8M
Bernzott Capital Advisors 3.23% Reduce -3.4% 274,182 $6.7M
Retirement Systems of Alabama 0.02% Add +2.1% 265,424 $6.5M
California State Teachers Retirement System 0.01% Add +26.0% 263,946 $6.5M
State of New Jersey Common Pension Fund D 0.02% No change 262,575 $6.4M
Public Employees Retirement System of Ohio 0.02% Reduce -16.1% 250,466 $6.1M
T. Rowe Price Associates Inc. 0.00% Add +18.4% 247,420 $6.1M
ExodusPoint Capital Management, LP 0.06% Add +104.6% 235,968 $5.8M
MetLife Investment Management, LLC 0.03% Reduce -0.1% 227,987 $5.6M
Macquarie Group Ltd. 0.03% Add +6.5% 225,767 $5.5M
Phocas Financial Corp. 0.83% Reduce -21.8% 215,132 $5.3M
DigitalBridge Group, Inc. 0.33% Reduce -59.5% 207,900 $5.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 207,702 $5.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +35.3% 207,529 $5.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.2% 204,084 $5.0M
AQR Capital Management 0.00% Add +11.8% 200,015 $4.9M
Vanguard Investments Australia, Ltd. 0.01% — 197,882 $4.9M
Jane Street Group, LLC 0.01% New 194,047 $4.8M
Candriam S.C.A. 0.02% Reduce -23.3% 187,706 $4.6M
Great Lakes Advisors, LLC 0.04% Reduce -0.1% 183,415 $4.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.4% 178,222 $4.4M
Focus Partners Wealth 0.00% Reduce -3.0% 170,208 $4.2M
First Trust Advisors LP 0.00% Add +207.9% 169,010 $4.1M
Wells Fargo & Company 0.00% Reduce -54.5% 167,283 $4.1M
Allianz Asset Management GmbH 0.00% Reduce -21.0% 166,248 $4.1M
Wolverine Asset Management LLC 0.21% Add +94.5% 163,354 $4.0M
LPL Financial LLC 0.00% Add +3.6% 152,156 $3.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +22.1% 152,153 $3.7M
Emerald Investment Advisers, LLC 0.33% — 151,499 $3.7M
BNP Paribas Financial Markets 0.00% Add +94.8% 149,943 $3.7M
State of Alaska, Department of Revenue 0.04% Add +0.9% 142,091 $3.5M
KBC Group NV 0.01% Add +1757.0% 130,529 $3.2M
Handelsbanken Fonder AB 0.01% Add +21.5% 123,933 $3.0M
Amundi 0.00% Add +3.2% 123,135 $3.0M
Two Sigma Investments, LP 0.00% New 118,700 $2.9M
Tudor Investment Corporation 0.02% New 117,719 $2.9M
State of Tennessee, Department of Treasury 0.01% Add +6.7% 115,156 $2.8M
Bank of Montreal 0.00% Reduce -0.8% 107,963 $2.7M
New York State Common Retirement Fund 0.00% No change 105,372 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.0% 102,086 $2.5M
Janus Henderson Group PLC 0.00% No change 99,225 $2.4M
Man Group plc 0.01% New 98,631 $2.4M
Vert Asset Management LLC 0.75% Add +129.9% 96,240 $2.4M
Resona Asset Management Co.,Ltd. 0.01% Add +5.8% 96,200 $2.4M
Susquehanna International Group, LLP 0.00% Add +60.6% 94,566 $2.3M
Amalgamated Bank 0.02% Add +2.7% 93,635 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -9.6% 92,886 $2.3M
American Century Companies Inc. 0.00% Add +6.2% 91,816 $2.3M
Vanguard Global Advisers, LLC 0.00% — 86,436 $2.1M
Sterling Capital Management LLC 0.04% Reduce -10.7% 86,033 $2.1M
Daiwa Securities Group Inc. 0.01% Add +4.1% 85,820 $2.1M
XTX Topco Ltd 0.04% Reduce -9.9% 85,741 $2.1M
Thrivent Financial for Lutherans 0.00% Add +1.4% 83,548 $2.1M
Aberdeen Group plc 0.00% Reduce -3.4% 80,421 $2.0M
KLP Kapitalforvaltning As 0.01% Add +68.4% 78,795 $1.9M
Quantinno Capital Management LP 0.00% Add +12.4% 77,778 $1.9M
Renaissance Technologies 0.00% New 72,703 $1.8M
Allstate Corp. 0.02% Add +74.0% 72,393 $1.8M
Presima Securities ULC 0.93% No change 67,855 $1.7M
Pensionfund PDN 0.96% Add +6.3% 67,500 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 66,114 $1.6M
Hantz Financial Services, Inc. 0.02% Add +3.6% 65,524 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -6.7% 64,427 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.2% 63,623 $1.6M
Louisiana State Employees Retirement System 0.03% Add +4.8% 62,800 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 62,179 $1.5M
Van Eck Associates Corp. 0.00% Add +5.8% 61,508 $1.5M
Lazard Asset Management LLC 0.00% Add +12.9% 61,177 $1.5M
Caxton Associates LLP 0.03% Add +27.8% 60,147 $1.5M
Arizona State Retirement System 0.01% Reduce -2.6% 59,470 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.2% 58,468 $1.4M
Ameritas Investment Partners, Inc. 0.04% Add +0.4% 57,554 $1.4M
Creative Planning 0.00% Add +63.1% 57,463 $1.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -3.8% 56,878 $1.4M
Metis Global Partners, LLC 0.03% Add +10.8% 56,723 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.6% 56,299 $1.4M
Stifel Financial Corp. 0.00% Reduce -5.5% 56,246 $1.4M
State of Wisconsin Investment Board 0.00% Add +18.8% 54,884 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -9.2% 54,645 $1.3M
Pettee Investors, Inc. 0.68% No change 50,510 $1.3M
SG Americas Securities, LLC 0.00% Reduce -77.4% 53,343 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 51,927 $1.3M
State of Michigan Retirement System 0.01% Add +1.8% 52,095 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 49,348 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -28.6% 48,979 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 48,503 $1.2M
Atria Investments, Inc 0.01% Reduce -9.1% 46,938 $1.2M
Intech Investment Management LLC 0.01% Reduce -54.3% 46,643 $1.1M
Howard Capital Management Group, LLC 0.08% No change 46,635 $1.1M
Royal Bank of Canada 0.00% Reduce -17.9% 46,430 $1.1M
Natixis Advisors, LLC 0.00% Add +32.5% 46,250 $1.1M
UniSuper Management Pty Ltd 0.01% No change 45,053 $1.1M
New Mexico Educational Retirement Board 0.03% No change 44,800 $1.1M
Oregon Public Employees Retirement Fund 0.01% Add +3.3% 44,418 $1.1M
Point72 Asset Management 0.00% New 44,249 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -79.0% 44,040 $1.1M
Vestcor Inc 0.03% New 42,628 $1.0M
ProShare Advisors LLC 0.00% Reduce -17.0% 40,234 $988K
M&T Bank Corp 0.00% Add +9.5% 40,025 $983K
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -10.1% 39,552 $971K
Sequoia Financial Advisors, LLC 0.01% Add +126.7% 39,550 $971K
Prelude Capital Management, LLC 0.07% Reduce -53.3% 39,500 $970K
Teacher Retirement System of Texas 0.00% Reduce -50.0% 39,431 $968K
Cerity Partners LLC 0.00% Add +4.4% 38,912 $955K
New Age Alpha Advisors, LLC 0.04% Add +4.7% 38,793 $952K
Voya Investment Management LLC 0.00% Reduce -2.9% 37,152 $912K
Brooklyn Investment Group 0.03% Add +38.8% 36,486 $896K
Pictet Asset Management Holding SA 0.00% Add +6.8% 35,918 $882K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.8% 35,463 $871K
US Bancorp \de 0.00% Reduce -7.5% 35,469 $871K
IFM Investors Pty Ltd 0.01% Add +0.6% 35,316 $867K
Nissay Asset Management Corp. /Japan 0.00% Add +3.9% 34,097 $837K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.0% 33,663 $826K
Cetera Investment Advisers 0.00% Add +12.7% 33,476 $822K
TCTC Holdings, LLC 0.02% No change 33,195 $815K
Victory Capital Management Inc. 0.00% Add +4.3% 32,833 $806K
Xponance LLC 0.01% Add +16.0% 31,911 $783K
Mercer Global Advisors Inc. 0.00% Add +2.4% 30,734 $755K
Pensionfund Sabic 0.87% No change 29,400 $722K
Pathstone Holdings, LLC 0.00% Reduce -1.4% 29,235 $718K
Federated Hermes, Inc. 0.00% Reduce -0.1% 28,255 $694K
Kestra Advisory Services, LLC 0.00% Reduce -17.6% 28,114 $690K
Squarepoint Ops LLC 0.00% New 27,773 $682K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -3.7% 27,613 $678K
Fifth Third Bancorp 0.00% Reduce -1.4% 26,446 $649K
Guggenheim Capital LLC 0.01% Reduce -19.5% 26,345 $647K
Federation des caisses Desjardins du Quebec 0.00% Add +49.8% 26,038 $639K
Neuberger Berman Group LLC 0.00% Add +4.2% 25,610 $629K
Beacon Pointe Advisors, LLC 0.00% Add +111.6% 25,189 $618K
Pacer Advisors, Inc. 0.00% Reduce -3.7% 24,927 $612K
Public Employees Retirement Association of Colorado 0.00% No change 24,340 $598K
Meeder Asset Management Inc. 0.03% Add +0.0% 23,889 $586K
Brevan Howard Capital Management LP 0.01% New 23,468 $576K
CIBC Bancorp USA Inc. 0.00% — 23,122 $568K
Legacy Wealth Asset Management, LLC 0.14% Reduce -6.5% 22,607 $555K
Twinbeech Capital LP 0.06% New 22,500 $552K
AE Wealth Management LLC 0.00% Add +0.1% 22,429 $551K
&partners 0.00% New 20,228 $547K
HighTower Advisors, LLC 0.00% Add +37.1% 22,238 $546K
Tower Research Capital LLC (TRC) 0.01% Add +103.5% 22,007 $540K
James Investment Research, Inc. 0.06% Add +0.1% 21,493 $528K
Abel Hall, LLC 0.11% Add +51.0% 21,104 $518K
Inspire Investing, LLC 0.03% Add +6.5% 20,773 $510K
MAI Capital Management 0.00% Add +0.9% 20,005 $491K
Sanctuary Advisors, LLC 0.00% Reduce -8.0% 18,975 $466K
Harvest Investment Services, LLC 0.08% Reduce -1.7% 18,849 $463K
Vanguard Personalized Indexing Management, LLC 0.00% Add +3.9% 18,324 $450K
Ritholtz Wealth Management 0.01% New 17,848 $438K
Vident Advisory, LLC 0.00% Reduce -7.2% 17,329 $425K
Choreo, LLC 0.01% Add +1.1% 16,718 $410K
Allworth Financial LP 0.00% Add +0.7% 16,207 $398K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 16,131 $396K
Entropy Technologies, LP 0.02% New 15,974 $392K
Securian Asset Management, Inc. 0.02% Add +1.1% 15,958 $392K
GeoWealth Management, LLC 0.01% Reduce -13.8% 15,702 $385K
Sapient Capital LLC 0.01% No change 15,619 $383K
PNC Financial Services Group, Inc. 0.00% Reduce -7.7% 15,616 $383K
Captrust Financial Advisors 0.00% Add +0.8% 15,412 $378K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.5% 15,392 $378K
O'shaughnessy Asset Management, LLC 0.00% New 15,259 $375K
Corient Private Wealth LP 0.00% Add +0.6% 14,993 $368K
Geneos Wealth Management Inc. 0.01% Add +0.2% 14,634 $359K
Keybank National Association 0.00% Add +0.2% 14,403 $354K
Swiss Life Asset Management Ltd 0.00% Add +40.3% 13,990 $343K
Wealthstar Advisors, LLC 0.20% No change 13,986 $343K
Harbour Investments, Inc. 0.01% Add +1828.3% 13,922 $342K
Landscape Capital Management, L.L.C. 0.02% Reduce -78.3% 13,842 $340K
CFO4Life Group, LLC 0.05% Add +1.0% 13,683 $336K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 13,260 $326K
Arete Wealth Advisors, LLC 0.02% Reduce -11.8% 13,095 $322K
DNB Asset Management AS 0.00% New 12,664 $311K
Edgestream Partners, L.P. 0.01% New 12,497 $307K
Marshall Wace, LLP 0.00% New 12,400 $304K
Ethic Inc. 0.00% Add +9.3% 12,125 $298K
Weaver Consulting Group 0.07% Reduce -2.0% 12,029 $295K
Signaturefd, LLC 0.00% Add +1.7% 11,994 $294K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.2% 11,598 $285K
Ensign Peak Advisors, Inc 0.00% No change 11,203 $275K
Samalin Investment Counsel, LLC 0.10% Add +3.5% 11,038 $271K
NewEdge Wealth, LLC 0.00% Reduce -33.9% 11,026 $271K
Sun Life Financial Inc. 0.01% New 10,705 $263K
Modern Wealth Management, LLC 0.00% Add +2.0% 10,614 $259K
EP Wealth Advisors, LLC 0.00% Reduce -10.9% 10,410 $256K
Chilton Capital Management LLC 0.01% Add +17.3% 10,166 $250K
Connable Office Inc. 0.02% No change 9,750 $239K
Evergreen Capital Management LLC 0.01% Reduce -23.6% 9,669 $237K
Norinchukin Bank, The 0.00% Reduce -3.2% 9,593 $236K
Gsa Capital Partners LLP 0.01% New 9,349 $230K
D.B. Root & Company, LLC 0.05% No change 9,366 $230K
United Capital Financial Advisors, LLC 0.00% New 9,294 $228K
Truist Financial Corp. 0.00% Reduce -0.2% 9,253 $227K
Stephens Inc. 0.00% Reduce -1.9% 9,164 $225K
HB Wealth Management, LLC 0.00% New 8,826 $217K
Csenge Advisory Group 0.01% Reduce -72.4% 8,538 $210K
Balyasny Asset Management L.P. 0.00% Reduce -96.5% 8,490 $208K
Mgo One Seven LLC 0.00% Reduce -8.6% 8,410 $206K
LDR Capital Management LLC 0.40% New 8,293 $204K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +11.0% 7,783 $191K
Virtus Investment Advisers, LLC 0.05% Add +12.4% 7,644 $188K
GAMMA Investing LLC 0.01% Add +4.0% 7,357 $181K
Parallel Advisors, LLC 0.00% Add +7.2% 6,897 $169K
State of Wyoming 0.02% Reduce -76.4% 5,691 $140K
SOA Wealth Advisors, LLC. 0.02% Add +1.1% 5,034 $124K
SouthState Bank Corp 0.01% Reduce -16.7% 5,000 $123K
Bayforest Capital Ltd 0.13% New 4,667 $115K
Farther Finance Advisors, LLC 0.00% Add +460.2% 4,594 $112K
Cwm, LLC 0.00% Add +9.1% 4,507 $111K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -30.6% 4,457 $109K
Rockefeller Capital Management L.P. 0.00% Add +54.1% 4,443 $109K
Blue Trust, Inc. 0.00% Reduce -0.3% 4,297 $105K
FIL Ltd 0.00% Reduce -3.5% 4,148 $102K
Dagco, Inc. 0.02% No change 4,111 $101K
Quadrant Capital Group LLC 0.00% Add +3.9% 3,906 $96K
Jones Financial Companies LLLP 0.00% Add +96.4% 3,522 $85K
Tsfg, LLC 0.01% No change 3,395 $83K
GF Fund Management Co. LTD. 0.00% Reduce -8.8% 3,323 $82K
Versant Capital Management, Inc 0.01% Add +1.7% 3,278 $80K
Advocate Investing Services LLC 0.06% No change 3,000 $74K
Abound Wealth Management 0.02% No change 2,751 $68K
Larson Financial Group LLC 0.00% No change 2,724 $67K
NewEdge Advisors, LLC 0.00% No change 2,601 $64K
Covestor Ltd 0.04% Reduce -54.3% 2,444 $60K
Capital Analysts, LLC 0.00% Reduce -2.8% 2,448 $60K
UMB Bank, n.a. 0.00% Add +11.1% 2,418 $59K
Emerald Advisers, LLC 0.00% No change 2,073 $51K
Strategic Investment Solutions, Inc. 0.01% Add +1.2% 1,836 $45K
Huntington National Bank 0.00% Reduce -4.4% 1,802 $44K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,748 $43K
First Horizon Corp. 0.00% Reduce -22.6% 1,625 $40K
Founders Capital Management 0.02% No change 1,600 $39K
Kemnay Advisory Services Inc. 0.01% Add +153.1% 1,572 $39K
Coston, McIsaac & Partners 0.01% No change 1,537 $37K
Bessemer Group Inc. 0.00% Add +44.4% 1,519 $37K
Harbor Capital Advisors, Inc. 0.00% Add +14.4% 1,468 $36K
Bokf, NA 0.00% No change 1,423 $35K
Wilmington Savings Fund Society, FSB 0.00% No change 1,308 $32K
Opal Wealth Advisors, LLC 0.01% New 1,290 $32K
Plante Moran Financial Advisors, LLC 0.00% No change 1,284 $32K
LRI Investments, LLC 0.00% Add +4.8% 1,239 $30K
Los Angeles Capital Management LLC 0.00% No change 1,127 $28K
Sittner & Nelson, LLC 0.01% No change 1,115 $27K
Spire Wealth Management 0.00% No change 1,035 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.0% 1,012 $25K
EverSource Wealth Advisors, LLC 0.00% Add +44.2% 962 $24K
CENTRAL TRUST Co 0.00% No change 875 $21K
Strategic Wealth Partners, Ltd. 0.00% No change 781 $19K
AdvisorNet Financial, Inc 0.00% No change 765 $19K
Sachetta, LLC 0.01% Add +52.2% 758 $19K
Smartleaf Asset Management LLC 0.00% Add +90.8% 742 $18K
CX Institutional 0.00% No change 732 $18K
Basecamp Wealth Advisors LLC 0.00% No change 715 $18K
Innovative Asset Advisors Group, LLC 0.01% — 700 $17K
Ares Financial Consulting, LLC 0.01% Add +432.0% 649 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 602 $15K
Root Financial Partners, LLC 0.00% New 601 $15K
Optiver Holding B.V. 0.00% Reduce -7.9% 582 $14K
Parkside Financial Bank & Trust 0.00% No change 522 $13K
Rothschild Investment LLC 0.00% Add +20.6% 509 $12K
Private Trust Co. NA 0.00% Add +1.7% 482 $12K
Rossby Financial, LCC 0.00% Reduce -3.1% 461 $11K
Brown Brothers Harriman & Co. 0.00% Add +3.1% 435 $11K
IFP Advisors, Inc 0.00% Reduce -26.9% 426 $10K
Ancora Advisors LLC 0.00% No change 336 $8K
Sound Income Strategies, LLC 0.00% No change 326 $8K
McIlrath & Eck, LLC 0.00% No change 324 $8K
Quent Capital, LLC 0.00% No change 308 $8K
Quarry LP 0.00% Add +344.9% 307 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 301 $7K
MassMutual Private Wealth & Trust, FSB 0.00% No change 254 $6K
Smithfield Trust Co 0.00% No change 249 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +5.1% 227 $6K
Cornerstone Planning Group LLC 0.00% Add +1.0% 211 $6K
High Note Wealth, LLC 0.00% No change 223 $5K
Bell Investment Advisors, Inc 0.00% No change 214 $5K
Zions Bancorporation, National Association 0.00% Add +104.9% 209 $5K
Key Financial Inc 0.00% No change 202 $5K
Danske Bank A/S 0.00% Reduce -90.9% 200 $5K
Owl Creek Wealth Partners LLC 0.00% — 195 $5K
Farmers & Merchants Investments Inc. 0.00% No change 190 $5K
GHP Investment Advisors, Inc. 0.00% Add +1.7% 184 $5K
Assetmark, Inc. 0.00% Add +2.4% 169 $4K
WPG Advisers, LLC 0.00% No change 156 $4K
TD Private Client Wealth LLC 0.00% Add +3.7% 139 $3K
SHP Wealth Management 0.00% New 105 $3K
HM Payson & Co. 0.00% No change 95 $2K
Intentional Wealth Strategies, LLC 0.00% — 83 $2K
Westfuller Advisors, LLC 0.00% Add +2.7% 76 $2K
Kilter Group LLC 0.00% New 65 $2K
Physician Wealth Advisors, Inc. 0.00% No change 65 $2K
Clearstead Trust, LLC 0.00% New 63 $2K
Alerus Financial NA 0.00% No change 62 $2K
Cornerstone Financial Management LLC 0.00% No change 60 $1K
Clearstead Advisors, LLC 0.00% Reduce -94.1% 60 $1K
Strengthening Families & Communities, LLC 0.00% No change 48 $1K
Advisory Services Network, LLC 0.00% New 44 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 32 $786
Godfrey Financial Associates, Inc. 0.00% Add +360.0% 23 $565
North Star Investment Management Corp. 0.00% No change 22 $540
Frazier Financial Advisors, LLC 0.00% New 21 $516
Essential Partners LLC 0.00% No change 19 $466
Dunhill Financial, LLC 0.00% Reduce -8.3% 11 $288
Caitong International Asset Management Co., Ltd 0.00% New 7 $172
Bogart Wealth, LLC 0.00% New 3 $74
Hughes Financial Services, LLC 0.00% New 1 $25
Capital Advisors, Ltd. LLC 0.00% No change 6 $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.