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 392 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $5.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
73
shares
|
$1,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
71
shares
|
$1,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
65
shares
|
$1,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$1,418
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
62
shares
|
$1,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$1,080
0.0% of portfolio
|
Q3 2025
Reduced 78.38%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
34
shares
|
$765
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
32
shares
|
$720
0.0% of portfolio
|
Q3 2025
Reduced 72.88%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
23
shares
|
$517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$517
0.0% of portfolio
|
Q3 2023
Reduced 64.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
13
shares
|
$292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
9
shares
|
$202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
4
shares
|
$90
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|