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 396 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 $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
132
shares
|
$2,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
123
shares
|
$2,662
0.0% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
123
shares
|
$2,662
0.0% of portfolio
|
Q4 2024
Reduced 44.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$2,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
114
shares
|
$2,468
0.0% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
111
shares
|
$2,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
95
shares
|
$2,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$1,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$1,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,169
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
53
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
41
shares
|
$887
0.0% of portfolio
|
Q1 2025
Reduced 69.4%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
34
shares
|
$736
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$497
0.0% of portfolio
|
Q3 2023
Reduced 64.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
Reduced 98.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|