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KITE REALTY GROUP TRUST
KITE REALTY GROUP TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 229 Institutional holders with a total value of $1,817,259,532.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TORONTO DOMINION BANK 31 1,000 0.00%
2 Parkside Financial Bank & Trust 49 1,000 0.00%
3 Tower Research Capital LLC (TRC) 23 1,000 0.00%
4 Creative Planning 56 1,000 0.00%
5 FINANCIAL ADVISORS NETWORK, INC. 83 1,955 0.00%
6 SMITH ASSET MANAGEMENT GROUP LP 91 2,000 0.00%
7 Carroll Financial Associates, Inc. 213 5,000 0.00%
8 SUTTON WEALTH ADVISORS INC. 214 5,025 0.00%
9 SIMPLEX TRADING, LLC 324 7,000 0.00%
10 First Personal Financial Services 392 9,000 0.00%
11 NEXT Financial Group, Inc 715 17,000 0.00%
12 HUNTINGTON NATIONAL BANK 724 17,000 0.00%
13 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 751 18,000 0.00%
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 788 19,000 0.00%
15 CWM, LLC 1,274 30,000 0.00%
16 Point72 Hong Kong Ltd 1,456 34,000 0.00%
17 Financial Architects, Inc 1,500 35,000 0.00% PRN
18 Orion Porfolio Solutions, LLC 1,770 42,000 0.00%
19 Capital Analysts, LLC 1,794 42,000 0.00%
20 BROWN BROTHERS HARRIMAN & CO 1,875 44,000 0.00%
21 GENEOS WEALTH MANAGEMENT INC. 1,983 46,000 0.00%
22 VERSANT CAPITAL MANAGEMENT, INC 2,160 50,000 0.00%
23 FLINTON CAPITAL MANAGEMENT LLC 2,240 53,000 0.00%
24 MCF Advisors LLC 2,357 55,000 0.00%
25 BANK OF MONTREAL /CAN/ 2,469 59,000 0.00%
26 MEADOW CREEK INVESTMENT MANAGEMENT LLC 3,080 72,000 0.00%
27 ISRAEL DISCOUNT BANK OF NEW YORK 3,100 73,000 0.00%
28 LS Investment Advisors, LLC 3,140 74,000 0.00%
29 HARVEST FUND MANAGEMENT CO., LTD 3,400 80,000 0.00%
30 RIVERHEAD CAPITAL MANAGEMENT LLC 3,500 82,000 0.00%
31 PNC FINANCIAL SERVICES GROUP, INC. 3,500 82,000 0.00%
32 BlackRock Japan Co. Ltd 3,481 82,000 0.00%
33 IFP ADVISORS, INC 3,681 86,000 0.00%
34 GLEN HARBOR CAPITAL MANAGEMENT LLC 3,920 92,000 0.01%
35 Independent Portfolio Consultants, Inc. 4,039 95,000 0.01%
36 MSI Financial Services Inc 4,197 99,000 0.01%
37 Financial Management Professionals, Inc. 4,267 100,000 0.01%
38 ELKFORK PARTNERS LLC 4,760 112,000 0.01%
39 NewSquare Capital LLC 4,847 114,000 0.01%
40 Daiwa Securities Group Inc. 4,925 116,000 0.01%
41 JANUS HENDERSON GROUP PLC 5,635 132,000 0.01%
42 GAM Holding AG 6,813 160,000 0.01%
43 D.A. DAVIDSON & CO. 6,897 161,000 0.01%
44 FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 7,630 176,000 0.01%
45 SG Americas Securities, LLC 7,869 185,000 0.01%
46 Cubist Systematic Strategies, LLC 8,034 189,000 0.01%
47 NISA INVESTMENT ADVISORS, LLC 8,100 190,000 0.01%
48 Moors & Cabot, Inc. 8,700 204,000 0.01%
49 NATIXIS 9,035 212,000 0.01%
50 SII INVESTMENTS INC/WI 9,139 214,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.