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 395 institutions that hold shares in the stock, with a total of 212 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
134
shares
|
$3,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
132
shares
|
$2,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
125
shares
|
$2,837
0.0% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
123
shares
|
$2,792
0.0% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
123
shares
|
$2,792
0.0% of portfolio
|
Q4 2024
Reduced 44.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$2,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
111
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
95
shares
|
$2,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
85
shares
|
$1,929
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$1,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
53
shares
|
$1,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
34
shares
|
$771
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$522
0.0% of portfolio
|
Q3 2023
Reduced 64.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
14
shares
|
$317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1
shares
|
$22
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
|