Institutional Ownership Kite Realty Group Trust (KRG)
This table provides information about the institutional ownership of Kite Realty Group Trust (KRG). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
276
shares
|
$6,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
266
shares
|
$5,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
252
shares
|
$5,672
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
249
shares
|
$5,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
221
shares
|
$4,974
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
202
shares
|
$4,547
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
192
shares
|
$4,321
0.0% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
184
shares
|
$4,141
0.0% of portfolio
|
Q1 2025
Reduced 39.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
184
shares
|
$4,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
181
shares
|
$4,074
0.0% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
181
shares
|
$4,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
175
shares
|
$3,939
0.0% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
165
shares
|
$3,714
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
165
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
Reduced 52.59%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
132
shares
|
$2,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
123
shares
|
$2,768
0.0% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
123
shares
|
$2,768
0.0% of portfolio
|
Q4 2024
Reduced 44.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$2,611
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
114
shares
|
$2,566
0.0% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
111
shares
|
$2,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
95
shares
|
$2,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
70
shares
|
$1,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
64
shares
|
$1,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$1,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
41
shares
|
$922
0.0% of portfolio
|
Q1 2025
Reduced 69.4%
|