Filing Research | KRG - KITE REALTY GROUP TRUST Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	360.0KSH	$10.2M
2	BERNZOTT CAPITAL ADVISORS	Shares	248.9KSH	$7.1M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	201.0KSH	$5.7M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	199.3KSH	$5.7M
5	Vert Asset Management LLC	Shares	101.4KSH	$2.9M
6	MIZUHO MARKETS AMERICAS LLC	Shares	69.0KSH	$2.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.1KSH	$1.9M
8	Police & Firemen's Retirement System of New Jersey	Shares	60.1KSH	$1.7M
9	Louisiana State Employees Retirement System	Shares	59.4KSH	$1.7M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	56.3KSH	$1.6M
11	Y-Intercept (Hong Kong) Ltd	Shares	50.6KSH	$1.4M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	49.3KSH	$1.4M
13	Howard Capital Management Group, LLC	Shares	46.6KSH	$1.3M
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	41.8KSH	$1.2M
15	IFM Investors Pty Ltd	Shares	33.2KSH	$941.8K
16	Hennion & Walsh Asset Management, Inc.	Shares	27.4KSH	$777.0K
17	Sequoia Financial Advisors, LLC	Shares	23.8KSH	$674.2K
18	JAMES INVESTMENT RESEARCH, INC.	Shares	21.5KSH	$610.0K
19	Legacy Wealth Asset Management, LLC	Shares	21.3KSH	$604.6K
20	Abel Hall, LLC	Shares	16.1KSH	$458.0K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	15.0KSH	$443.6K
22	SAPIENT CAPITAL LLC	Shares	15.6KSH	$443.3K
23	Crossmark Global Holdings, Inc.	Shares	15.4KSH	$436.8K
24	SIGNATUREFD, LLC	Shares	13.9KSH	$395.6K
25	GAMMA Investing LLC	Shares	7.7KSH	$217.6K
26	D.A. DAVIDSON & CO.	Shares	7.3KSH	$207.7K
27	Fifth Third Wealth Advisors LLC	Shares	7.1KSH	$201.3K
28	SOA Wealth Advisors, LLC.	Shares	5.3KSH	$150.6K
29	Farther Finance Advisors, LLC	Shares	4.7KSH	$134.8K
30	Blue Trust, Inc.	Shares	4.2KSH	$119.6K
31	Versant Capital Management, Inc	Shares	3.3KSH	$93.0K
32	Abound Wealth Management	Shares	2.8KSH	$78.1K
33	Curated Wealth Partners LLC	Shares	65.0KSH	$75.4K
34	Strategic Investment Solutions, Inc. /IL	Shares	1.9KSH	$52.7K
35	Smallwood Wealth Investment Management, LLC	Shares	1.7KSH	$49.6K
36	Founders Capital Management	Shares	1.6KSH	$45.4K
37	FIRST HORIZON CORP	Shares	1.2KSH	$33.0K
38	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$32.1K
39	LRI Investments, LLC	Shares	1.1KSH	$30.8K
40	Spire Wealth Management	Shares	1.0KSH	$29.4K
41	SJS Investment Consulting Inc.	Shares	939SH	$26.6K
42	Mirae Asset Global Investments Co., Ltd.	Shares	837SH	$23.8K
43	AdvisorNet Financial, Inc	Shares	765SH	$21.7K
44	Ares Financial Consulting, LLC	Shares	649SH	$18.4K
45	Moisand Fitzgerald Tamayo, LLC	Shares	602SH	$17.1K
46	Sachetta, LLC	Shares	543SH	$15.4K
47	IFP Advisors, Inc	Shares	535SH	$15.2K
48	TRUST CO OF TOLEDO NA /OH/	Shares	383SH	$10.9K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	306.8KSH	$8.7K
50	MassMutual Private Wealth & Trust, FSB	Shares	254SH	$7.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+55.0K	+$2.7M	$10.2M
2	MIZUHO MARKETS AMERICAS LLC new	Shares	+69.0K	+$2.0M	$2.0M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+47.2K	+$1.9M	$5.7M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+50.6K	+$1.4M	$1.4M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+32.1K	+$947.7K	$1.2M
6	Vert Asset Management LLC added	Shares	+5.1K	+$514.6K	$2.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.8K	+$507.1K	$1.9M
8	BERNZOTT CAPITAL ADVISORS trimmed	Shares	-25.3K	+$331.6K	$7.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$269.3K	$1.7M
10	D.A. DAVIDSON & CO. new	Shares	+7.3K	+$207.7K	$207.7K
11	Fifth Third Wealth Advisors LLC new	Shares	+7.1K	+$201.3K	$201.3K
12	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$189.0K	$1.4M
13	Howard Capital Management Group, LLC unchanged	Shares	0	+$178.6K	$1.3M
14	Louisiana State Employees Retirement System trimmed	Shares	-3.4K	+$144.0K	$1.7M
15	SIGNATUREFD, LLC added	Shares	+1.9K	+$101.2K	$395.6K
16	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-234	+$99.1K	$777.0K
17	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$82.3K	$610.0K
18	Curated Wealth Partners LLC new	Shares	+65.0K	+$75.4K	$75.4K
19	IFM Investors Pty Ltd trimmed	Shares	-2.1K	+$74.8K	$941.8K
20	SAPIENT CAPITAL LLC unchanged	Shares	0	+$59.8K	$443.3K
21	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$59.0K	$436.8K
22	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-983	+$51.8K	$443.6K
23	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.3K	+$49.6K	$604.6K
24	GAMMA Investing LLC added	Shares	+309	+$36.9K	$217.6K
25	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-7.4K	+$34.7K	$1.6M
26	SOA Wealth Advisors, LLC. added	Shares	+274	+$27.1K	$150.6K
27	SJS Investment Consulting Inc. new	Shares	+939	+$26.6K	$26.6K
28	Farther Finance Advisors, LLC added	Shares	+153	+$22.6K	$134.8K
29	Blue Trust, Inc. trimmed	Shares	-84	+$14.1K	$119.6K
30	Versant Capital Management, Inc unchanged	Shares	0	+$12.6K	$93.0K
31	TRUST CO OF TOLEDO NA /OH/ new	Shares	+383	+$10.9K	$10.9K
32	Abound Wealth Management unchanged	Shares	0	+$10.5K	$78.1K
33	EverSource Wealth Advisors, LLC added	Shares	+170	+$8.5K	$32.1K
34	Strategic Investment Solutions, Inc. /IL added	Shares	+21	+$7.6K	$52.7K
35	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$6.7K	$49.6K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+225	+$6.4K	$6.4K
37	Founders Capital Management unchanged	Shares	0	+$6.1K	$45.4K
38	IFP Advisors, Inc added	Shares	+109	+$4.7K	$15.2K
39	Spire Wealth Management unchanged	Shares	0	+$4.0K	$29.4K
40	True Wealth Design, LLC new	Shares	+122	+$3.5K	$3.5K
41	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.9K	$21.7K
42	Ares Financial Consulting, LLC unchanged	Shares	0	+$2.6K	$18.4K
43	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$2.3K	$17.1K
44	Physician Wealth Advisors, Inc. added	Shares	+35	+$1.2K	$2.8K
45	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$973	$7.2K
46	High Note Wealth, LLC unchanged	Shares	0	+$854	$6.3K
47	Key FInancial Inc unchanged	Shares	0	+$774	$5.7K
48	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$747	$5.5K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$727	$5.4K
50	GHP Investment Advisors, Inc. unchanged	Shares	0	+$704	$5.2K

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