Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

KITE REALTY GROUP TRUST (KRG)

336 + Investors. Track Smart Money conviction in KRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — KRG

Based on 334 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
334 hedge funds hold KRG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KRG is almost the same as a year ago (-10 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

160 buying165 selling
Last quarter: 165 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 28 → 47 → 40. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 22% medium ■ 10% new
224 out of 334 hedge funds have held KRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

52 → 39 → 28 → 47 → 40 new funds/Q
New funds entering each quarter: 39 → 28 → 47 → 40. A growing number of institutions are discovering KRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Of 336 current holders: 238 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 334 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in KRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: KRG

How many hedge funds hold KRG — quarterly history vs. share price
Quarterly hedge fund ownership of KRG vs. share price

Market Analysis: KRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KRG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 2 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: KRG
2026 Q1 Stats Unlock in 15 days 336 + Investors

Track Smart Money conviction in KRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 336 332 1.2%
13F Shares 210M 210M 0.33%
Total Value $5.03B $4.67B 7.84%
New Positions 40 48 -8
Increased Positions 122 128 -6
Closed Positions 36 37 -1
Reduced Positions 130 105 +25
Total Calls 1 2 -50.0%
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: KRG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

336 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KRG. Verified SEC 13F-HR filings.

Top 25 institutional holders of KRG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BERNZOTT CAPITAL ADVISORS 3.23% 274,182 $6.7M
2 Pensionfund PDN 0.96% 67,500 $2K
3 Pensionfund Sabic 0.87% 29,400 —
4 Phocas Financial Corp. 0.83% 215,132 $5.3M
5 Vert Asset Management LLC 0.75% 96,240 $2.4M
6 Pettee Investors, Inc. 0.68% 50,510 $1.3M
7 AlphaQuest LLC 0.19% 142,721 $3.4M
8 Wealthstar Advisors, LLC 0.16% 13,986 $343K
9 Legacy Wealth Asset Management, LLC 0.14% 22,607 $555K
10 Bayforest Capital Ltd 0.13% 4,667 $115K
11 Abel Hall, LLC 0.11% 21,104 $518K
12 Samalin Investment Counsel, LLC 0.10% 11,038 $271K
13 Howard Capital Management Group, LLC 0.08% 46,635 $1.1M
14 Advocate Investing Services LLC 0.06% 3,000 $74K
15 JAMES INVESTMENT RESEARCH, INC. 0.06% 21,493 $528K
16 Inspire Investing, LLC 0.04% 20,773 $510K
17 STRS OHIO 0.04% 416,058 $10.2M
18 Sterling Capital Management LLC 0.04% 86,033 $2.1M
19 WOLVERINE ASSET MANAGEMENT LLC 0.04% 163,354 $4.0M
20 OVERSEA-CHINESE BANKING Corp Ltd 0.04% 56,878 $1.4M
21 State of Alaska, Department of Revenue 0.04% 142,091 $3K
22 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 0.03% 44,800 $1K
23 Sumitomo Mitsui Trust Group, Inc. 0.03% 1,824,261 $44.8M
24 Brooklyn Investment Group 0.03% 36,486 $896K
25 Louisiana State Employees Retirement System 0.03% 62,800 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — KITE REALTY GROUP TRUST (KRG)

What does the Smart Money Trend signal show for KRG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KRG?

More sellers than buyers — 49% buying: Last quarter: 165 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KRG holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 334 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in KRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KRG?

67% of holders stayed for 2+ years: 224 out of 334 hedge funds have held KRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.