Public record / Tickers / KRG

KRG — KITE REALTY GROUP TRUST

Both disclosure regimes on one name: who in Congress filed about KRG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming KRG
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
246
top-246 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every KRG row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KRG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KRG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in KRG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KRG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · KRG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $1.5M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · KITE REALTY GROUP TRUST

Merged timeline of congressional filings and notable-manager moves on KRG
DateWhoChangeSize
2026-05-14Caxton Associates 13Fnew+60,147 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of KRG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$802M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$464M1
3STATE STREET CORP$297M1
4VANGUARD CAPITAL MANAGEMENT LLC$229M1
5FULLER & THALER ASSET MANAGEMENT, INC.$171M1
6GEODE CAPITAL MANAGEMENT, LLC$150M1
7BANK OF AMERICA CORP /DE/$146M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$96.7M1
9DIMENSIONAL FUND ADVISORS LP$78.6M1
10NORTHERN TRUST CORP$77.0M1
11CITADEL ADVISORS LLC$51.1M1
12FRANKLIN RESOURCES INC$49.4M1
13MORGAN STANLEY$45.8M1
14FMR LLC$36.6M1
15SEI INVESTMENTS CO$36.2M1
16VANGUARD FIDUCIARY TRUST CO$34.2M1
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$32.5M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$32.4M1
19Legal & General Group Plc$32.4M1
20HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$30.7M1
21Nuveen, LLC$29.1M1
22Invesco Ltd.$21.8M1
23PRUDENTIAL FINANCIAL INC$20.4M1
24Apollo Management Holdings, L.P.$18.9M1
25PRINCIPAL FINANCIAL GROUP INC$17.6M1
26APG Asset Management US Inc.$16.9M1
27UBS Group AG$16.1M1
28VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.4M1
29ALLIANCEBERNSTEIN L.P.$11.1M1
30Swiss National Bank$10.5M1
31HSBC HOLDINGS PLC$10.5M1
32Clearbridge Investments, LLC$10.3M1
33CITIGROUP INC$9.8M1
34EASTERLY INVESTMENT PARTNERS LLC$9.0M1
35Lighthouse Investment Partners, LLC$8.8M1
36SummitTX Capital, L.P.$8.7M1
37ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.6M1
38DEUTSCHE BANK AG\$8.5M1
39NOMURA ASSET MANAGEMENT CO LTD$8.2M1
40RAYMOND JAMES FINANCIAL INC$7.9M1
41Robeco Institutional Asset Management B.V.$7.5M1
42Asset Management One Co., Ltd.$7.3M1
43ENVESTNET ASSET MANAGEMENT INC$6.9M1
44D. E. Shaw & Co., Inc.$6.8M1
45BERNZOTT CAPITAL ADVISORS$6.7M1
46Retirement Systems of Alabama$6.5M1
47State of New Jersey Common Pension Fund D$6.4M1
48MACQUARIE GROUP LTD$5.5M1
49Phocas Financial Corp.$5.3M1
50DigitalBridge Group, Inc.$5.1M1
51VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
52Zurcher Kantonalbank (Zurich Cantonalbank)$5.1M1
53MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.0M1
54AQR CAPITAL MANAGEMENT LLC$4.9M1
55Vanguard Investments Australia, Ltd.$4.9M1
56JANE STREET GROUP, LLC$4.8M1
57Candriam S.C.A.$4.6M1
58Mitsubishi UFJ Asset Management Co., Ltd.$4.4M1
59Focus Partners Wealth$4.2M1
60FIRST TRUST ADVISORS LP$4.1M1
61WELLS FARGO & COMPANY/MN$4.1M1
62Allianz Asset Management GmbH$4.1M1
63WOLVERINE ASSET MANAGEMENT LLC$4.0M1
64LPL Financial LLC$3.7M1
65COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.7M1
66Amundi$3.0M1
67TWO SIGMA INVESTMENTS, LP$2.9M1
68BANK OF MONTREAL /CAN/$2.7M1
69NEW YORK STATE COMMON RETIREMENT FUND$2.6M1
70MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.5M1
71Janus Henderson Group Ltd.$2.4M1
72Man Group plc$2.4M1
73Vert Asset Management LLC$2.4M1
74Resona Asset Management Co.,Ltd.$2.4M1
75SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
76AMERICAN CENTURY COMPANIES INC$2.3M1
77Vanguard Global Advisers, LLC$2.1M1
78Daiwa Securities Group Inc.$2.1M1
79XTX Topco Ltd$2.1M1
80Aberdeen Group plc$2.0M1
81KLP KAPITALFORVALTNING AS$1.9M1
82Quantinno Capital Management LP$1.9M1
83RENAISSANCE TECHNOLOGIES LLC$1.8M1
84Presima Securities ULC$1.7M1
85COMMONWEALTH EQUITY SERVICES, LLC$1.6M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.5M1
87LAZARD ASSET MANAGEMENT LLC$1.5M1
88CAXTON ASSOCIATES LLP$1.5M1
89Arizona State Retirement System$1.5M1
90Creative Planning$1.4M1
91Metis Global Partners, LLC$1.4M1
92STIFEL FINANCIAL CORP$1.4M1
93STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
94Vestmark Advisory Solutions, Inc.$1.3M1
95Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
96OSAIC HOLDINGS, INC.$1.2M1
97NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
98Atria Investments, Inc$1.2M1
99INTECH INVESTMENT MANAGEMENT LLC$1.1M1
100ROYAL BANK OF CANADA$1.1M1
101OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
102Point72 Asset Management, L.P.$1.1M1
103Qube Research & Technologies Ltd$1.1M1
104ProShare Advisors LLC$988K1
105M&T BANK CORP$982K1
106Gallagher Fiduciary Advisors, LLC$971K1
107Sequoia Financial Advisors, LLC$971K1
108PRELUDE CAPITAL MANAGEMENT, LLC$970K1
109TEACHER RETIREMENT SYSTEM OF TEXAS$968K1
110Cerity Partners LLC$955K1
111New Age Alpha Advisors, LLC$952K1
112VOYA INVESTMENT MANAGEMENT LLC$912K1
113Pictet Asset Management Holding SA$882K1
114US BANCORP \DE\$871K1
115IFM Investors Pty Ltd$867K1
116NISSAY ASSET MANAGEMENT CORP /JAPAN$837K1
117OPPENHEIMER ASSET MANAGEMENT INC.$826K1
118Cetera Investment Advisers$822K1
119TCTC Holdings, LLC$815K1
120XPONANCE LLC$783K1
121MERCER GLOBAL ADVISORS INC /ADV$755K1
122Pathstone Holdings, LLC$718K1
123FEDERATED HERMES, INC.$694K1
124Kestra Advisory Services, LLC$690K1
125Squarepoint Ops LLC$682K1
126Hennion & Walsh Asset Management, Inc.$678K1
127FIFTH THIRD BANCORP$649K1
128GUGGENHEIM CAPITAL LLC$647K1
129Federation des caisses Desjardins du Quebec$639K1
130Beacon Pointe Advisors, LLC$618K1
131MEEDER ASSET MANAGEMENT INC$586K1
132Brevan Howard Capital Management LP$576K1
133CIBC Bancorp USA Inc.$568K1
134Legacy Wealth Asset Management, LLC$555K1
135TWINBEECH CAPITAL LP$552K1
136AE Wealth Management LLC$551K1
137&PARTNERS$547K1
138HighTower Advisors, LLC$546K1
139Tower Research Capital LLC (TRC)$540K1
140JAMES INVESTMENT RESEARCH, INC.$528K1
141Abel Hall, LLC$518K1
142Inspire Investing, LLC$510K1
143MAI Capital Management$491K1
144Sanctuary Advisors, LLC$466K1
145Harvest Investment Services, LLC$463K1
146Vanguard Personalized Indexing Management, LLC$450K1
147RITHOLTZ WEALTH MANAGEMENT$438K1
148Vident Advisory, LLC$425K1
149CHOREO, LLC$410K1
150Allworth Financial LP$398K1
151GeoWealth Management, LLC$385K1
152SAPIENT CAPITAL LLC$383K1
153O'SHAUGHNESSY ASSET MANAGEMENT, LLC$375K1
154Corient Private Wealth LLC$368K1
155KEYBANK NATIONAL ASSOCIATION/OH$354K1
156Swiss Life Asset Management Ltd$343K1
157Wealthstar Advisors, LLC$343K1
158CFO4Life Group, LLC$336K1
159Connor, Clark & Lunn Investment Management Ltd.$326K1
160DnB Asset Management AS$311K1
161Edgestream Partners, L.P.$307K1
162Ethic Inc.$298K1
163Weaver Consulting Group$295K1
164Steward Partners Investment Advisory, LLC$285K1
165Ensign Peak Advisors, Inc$275K1
166Samalin Investment Counsel, LLC$271K1
167NewEdge Wealth, LLC$271K1
168Modern Wealth Management, LLC$259K1
169EP Wealth Advisors, LLC$256K1
170CHILTON CAPITAL MANAGEMENT LLC$250K1
171EVERGREEN CAPITAL MANAGEMENT LLC$237K1
172Norinchukin Bank, The$236K1
173D.B. Root & Company, LLC$230K1
174UNITED CAPITAL FINANCIAL ADVISORS, LLC$228K1
175TRUIST FINANCIAL CORP$227K1
176STEPHENS INC /AR/$225K1
177HB Wealth Management, LLC$217K1
178Csenge Advisory Group$210K1
179BALYASNY ASSET MANAGEMENT L.P.$208K1
180MGO ONE SEVEN LLC$206K1
181LDR Capital Management LLC$204K1
182BNP Paribas Asset Management Holding S.A.$191K1
183Virtus Investment Advisers, LLC$188K1
184State of Wyoming$140K1
185Bayforest Capital Ltd$115K1
186CWM, LLC$111K1
187Mirae Asset Global Investments Co., Ltd.$109K1
188Rockefeller Capital Management L.P.$109K1
189Blue Trust, Inc.$105K1
190FIL Ltd$102K1
191QUADRANT CAPITAL GROUP LLC$95.9K1
192Advocate Investing Services LLC$73.7K1
193Abound Wealth Management$67.5K1
194Larson Financial Group LLC$66.9K1
195UMB Bank, n.a.$59.4K1
196Smallwood Wealth Investment Management, LLC$42.9K1
197Founders Capital Management$39.3K1
198Kemnay Advisory Services Inc.$38.6K1
199Wilmington Savings Fund Society, FSB$32.1K1
200Opal Wealth Advisors, LLC$31.7K1
201SITTNER & NELSON, LLC$27.4K1
202NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24.8K1
203CENTRAL TRUST Co$21.5K1
204Sachetta, LLC$18.6K1
205Smartleaf Asset Management LLC$18.1K1
206Moisand Fitzgerald Tamayo, LLC$14.8K1
207Optiver Holding B.V.$14.3K1
208Parkside Financial Bank & Trust$12.8K1
209CANADA LIFE ASSURANCE Co$11.7K1
210NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.2K1
211ALGERT GLOBAL LLC$8.3K1
212Quarry LP$7.5K1
213Pinnacle Wealth Planning Services, Inc.$5.6K1
214Bell Investment Advisors, Inc$5.3K1
215Key FInancial Inc$5.0K1
216DANSKE BANK A/S$4.9K1
217Owl Creek Wealth Partners LLC$4.8K1
218FARMERS & MERCHANTS INVESTMENTS INC$4.7K1
219GHP Investment Advisors, Inc.$4.5K1
220ASSETMARK, INC$4.1K1
221WPG Advisers, LLC$3.8K1
222State of Alaska, Department of Revenue$3.5K1
223KBC Group NV$3.2K1
224SHP Wealth Management$2.6K1
225HM PAYSON & CO$2.3K1
226THRIVENT FINANCIAL FOR LUTHERANS$2.1K1
227Intentional Wealth Strategies, LLC$2.0K1
228Westfuller Advisors, LLC$1.9K1
229Physician Wealth Advisors, Inc.$1.6K1
230Kilter Group LLC$1.6K1
231Clearstead Trust, LLC$1.5K1
232ALERUS FINANCIAL NA$1.5K1
233VAN ECK ASSOCIATES CORP$1.5K1
234Clearstead Advisors, LLC$1.5K1
235DekaBank Deutsche Girozentrale$1.3K1
236Vestcor Inc$1.0K1
237Cambridge Investment Research Advisors, Inc.$8711
238Annis Gardner Whiting Capital Advisors, LLC$7861
239Godfrey Financial Associates, Inc.$5651
240Frazier Financial Advisors, LLC$5161
241GSA CAPITAL PARTNERS LLP$2301
242Caitong International Asset Management Co., Ltd$1721
243Capital Analysts, LLC$601
244Community Financial Services Group, LLC$101
245Smithfield Trust Co$61
246Capital Advisors, Ltd. LLC$01
Truncated by Public Filings. The published aggregate ranks the top 246 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on KRG

RETAINED WINDOW · ACTIVE HITS

Zero hits on KRG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for KRG · financials and macro

Financials — as filed PLANNED

KRG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: KRG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing