Kite Realty Group Trust (KRG) Ownership

25.05 ↑0.32 (1.29%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Kite Realty Group Trust (KRG), owning a total of 34.9 million shares. Combined, the top 34 institutional holders of KRG own 91.08% of the company with a total of 200 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders increased their combined ownership of KRG by 464 thousand shares. 8 institutions bought 3,521,436 total additional shares and increased their ownership by an average of 53.38%. However 10 institutions sold 3,057,500 total shares and decreased their ownership by an average of 5.75%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Kite Realty Group Trust increased by a net total of 463,936 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.137%	-0.355%	33,250,172	-118,601	2024-09-30
State Street Corp	5.604%	-0.547%	12,309,690	-67,649	2024-09-30
Macquarie Group Ltd	4.707%	0.927%	10,339,073	94,949	2024-09-30
JPMorgan Chase & Co	4.510%	-8.630%	9,906,808	-935,695	2024-09-30
Cohen & Steers Inc	3.083%	-0.326%	6,772,711	-22,140	2024-09-30
Geode Capital Management, LLC	2.585%	0.763%	5,679,153	43,015	2024-09-30
Fuller & Thaler Asset Management Inc	2.463%	-1.714%	5,409,621	-94,326	2024-09-30
Charles Schwab Investment Management Inc	1.663%	4.982%	3,651,857	173,290	2024-09-30
Bank of America Corp	1.582%	2.892%	3,474,137	97,631	2024-09-30
Millennium Management LLC	1.511%	29.320%	3,318,366	752,350	2024-09-30
Dimensional Fund Advisors, Inc.	1.497%	0.215%	3,288,710	7,051	2024-09-30
Nuveen Asset Management, LLC	1.468%	-0.115%	3,225,118	-3,719	2024-09-30
Northern Trust Corp	1.404%	-0.870%	3,084,538	-27,064	2024-09-30
Morgan Stanley - Brokerage Accounts	1.205%	-38.484%	2,647,930	-1,656,524	2024-09-30
Amvescap Plc.	0.992%	336.403%	2,178,330	1,679,174	2024-09-30
American Century Companies Inc	0.914%	-3.478%	2,008,325	-72,363	2024-09-30
Franklin Resources Inc	0.902%	51.519%	1,982,182	673,976	2024-09-30
William Blair Investment Management, LLC	0.866%	-3.031%	1,901,174	-59,419	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.877%	1.039%	34,875,233	358,592	2024-06-30
Vanguard Group Inc	15.137%	-0.355%	33,250,172	-118,601	2024-09-30
State Street Corporation	5.683%	-7.581%	12,482,434	-1,023,930	2024-03-31
State Street Corp	5.604%	-0.547%	12,309,690	-67,649	2024-09-30
Macquarie Group Ltd	4.707%	0.927%	10,339,073	94,949	2024-09-30
JPMorgan Chase & Co	4.510%	-8.630%	9,906,808	-935,695	2024-09-30
Cohen & Steers Inc	3.083%	-0.326%	6,772,711	-22,140	2024-09-30
Geode Capital Management, LLC	2.585%	0.763%	5,679,153	43,015	2024-09-30
Fuller & Thaler Asset Management Inc	2.463%	-1.714%	5,409,621	-94,326	2024-09-30
Goodwin Daniel L	2.340%	0.000%	5,133,918	0	2023-09-30
Deutsche Bank AG	2.288%	-33.424%	5,023,698	-2,522,081	2023-12-31
Charles Schwab Investment Management Inc	1.663%	4.982%	3,651,857	173,290	2024-09-30
Bank of America Corp	1.582%	2.892%	3,474,137	97,631	2024-09-30
Goldman Sachs Group Inc	1.516%	86.421%	3,328,436	1,542,995	2023-12-31
Millennium Management LLC	1.511%	29.320%	3,318,366	752,350	2024-09-30
Dimensional Fund Advisors, Inc.	1.497%	0.215%	3,288,710	7,051	2024-09-30
Nuveen Asset Management, LLC	1.468%	-0.115%	3,225,118	-3,719	2024-09-30
Northern Trust Corp	1.404%	-0.870%	3,084,538	-27,064	2024-09-30
Brookfield Asset Management Inc	1.375%	0.000%	3,013,350	3,013,350	2022-06-30
Morgan Stanley - Brokerage Accounts	1.205%	-38.484%	2,647,930	-1,656,524	2024-09-30
NORGES BANK	1.187%	13.036%	2,608,132	300,786	2024-06-30
Brookfield Corp	1.089%	0.009%	2,389,247	210	2023-09-30
Balyasny Asset Management LLC	1.049%	-26.134%	2,304,716	-815,405	2024-03-31
Ameriprise Financial Inc	1.026%	9.458%	2,249,610	194,380	2023-03-31
Acadian Asset Management LLC	1.022%	0.000%	2,238,115	2,238,115	2022-09-30
Bank of New York Mellon Corp	0.996%	1.508%	2,187,428	32,493	2024-06-30
Amvescap Plc.	0.992%	336.403%	2,178,330	1,679,174	2024-09-30
Rush Island Management, LP	0.941%	0.000%	2,067,346	2,067,346	2024-06-30
American Century Companies Inc	0.914%	-3.478%	2,008,325	-72,363	2024-09-30
Franklin Resources Inc	0.902%	51.519%	1,982,182	673,976	2024-09-30
Prudential Financial Inc	0.894%	-36.301%	1,963,771	-1,119,136	2024-06-30
Heitman Real Estate Securities LLC	0.890%	-8.081%	1,953,837	-171,760	2024-03-31
William Blair Investment Management, LLC	0.866%	-3.031%	1,901,174	-59,419	2024-09-30
Uniplan Investment Counsel, Inc.	0.814%	2.235%	1,784,169	38,997	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Kite Realty Group Trust (KRG), owning a total of 8.5 million shares. Combined, the top 37 mutual fund holders of KRG own 57.88% of the company with a total of 127.1 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of KRG by 67 thousand shares. 4 funds bought 153,567 total additional shares and increased their ownership by an average of 1.45%. However 3 funds sold 220,986 total shares and decreased their ownership by an average of 1.05%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Kite Realty Group Trust decreased by a net total of -67,419 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.851%	-2.147%	8,458,409	-185,606	2024-11-30
iShares Core S&P Mid-Cap ETF	3.211%	0.000%	7,054,395	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.148%	-0.384%	6,914,387	-26,619	2024-11-30
iShares Russell 2000 ETF	2.804%	0.000%	6,159,357	0	2024-11-30
Vanguard Small Cap Index	2.523%	0.588%	5,541,415	32,400	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.499%	1.471%	3,291,649	47,729	2024-11-30
Vanguard Small Cap Growth Index Inv	1.388%	0.665%	3,049,111	20,127	2024-11-30
iShares Russell 2000 Value ETF	0.976%	0.000%	2,144,212	0	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.086%	1,780,962	53,311	2024-11-30
Vanguard Real Estate II Index	0.638%	-0.621%	1,401,773	-8,761	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.603%	0.000%	1,325,491	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.851%	-2.147%	8,458,409	-185,606	2024-11-30
iShares Core S&P Mid-Cap ETF	3.211%	0.000%	7,054,395	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.148%	-0.384%	6,914,387	-26,619	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	2.011%	6,773,384	133,512	2023-03-31
iShares Russell 2000 ETF	2.804%	0.000%	6,159,357	0	2024-11-30
Cohen & Steers Real Estate Securities A	2.656%	0.000%	5,834,506	0	2024-09-30
Cohen & Steers Real Estate Opportunities	2.656%	0.000%	5,834,506	0	2024-09-30
Vanguard Small Cap Index	2.523%	0.588%	5,541,415	32,400	2024-11-30
Fuller & Thaler Small-Cap Value	2.263%	-7.857%	4,962,268	-423,107	2022-12-31
FullerThaler Behavioral Small-Cap Value	2.240%	-0.018%	4,921,364	-890	2024-09-30
Fuller & Thaler Behavrl Small-Cap Value	2.212%	-1.550%	4,853,782	-76,423	2023-09-30
Undiscovered Managers Behavioral Val L	2.137%	0.836%	4,693,264	38,900	2024-10-31
Delaware US Small Cap Core Equity (SMA)	1.570%	-1.157%	3,448,571	-40,361	2024-03-31
Macquarie US Small Cap Core Equity	1.570%	-1.157%	3,448,571	-40,361	2024-03-31
Delaware Small Cap Core I	1.520%	0.000%	3,338,229	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.499%	1.471%	3,291,649	47,729	2024-11-30
Vanguard Small Cap Growth Index Inv	1.388%	0.665%	3,049,111	20,127	2024-11-30
Vanguard Extended Market Index Investor	1.382%	-0.017%	3,031,542	-529	2023-08-31
Delaware Sm-Cap Val Eq	1.249%	26.101%	2,735,914	566,300	2022-03-31
Delaware US Small Cap Value Eq SMA	1.128%	4.834%	2,474,414	114,100	2023-06-30
Heitman US RES Total Return	1.025%	71.207%	2,247,500	934,760	2022-12-31
Fidelity Small Cap Index	1.018%	-0.431%	2,235,774	-9,675	2024-09-30
iShares Russell 2000 Value ETF	0.976%	0.000%	2,144,212	0	2024-11-30
Delaware Small Cap Value A	0.976%	-10.153%	2,143,314	-242,200	2024-10-31
Fidelity® Small Cap Index	0.965%	2.771%	2,116,169	57,047	2023-10-31
TIAA-CREF Real Estate Sec Instl	0.911%	-0.055%	1,998,900	-1,100	2024-02-29
Nuveen Real Estate Sec Sel Instl	0.910%	-0.055%	1,998,900	-1,100	2024-02-29
American Century Small Cap Value Inv	0.882%	-11.644%	1,935,000	-255,000	2023-09-30
American Century U.S. Small Cap Value	0.882%	-11.644%	1,935,000	-255,000	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.086%	1,780,962	53,311	2024-11-30
DWS Global Real Estate Sec Focus Comp	0.753%	-33.656%	1,651,527	-837,817	2023-12-31
Nuveen Real Estate Sec Sel R6	0.683%	0.000%	1,500,000	0	2024-10-31
Vanguard Real Estate II Index	0.638%	-0.621%	1,401,773	-8,761	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.603%	0.000%	1,325,491	0	2024-11-30
iShares S&P Mid-Cap 400 Value ETF	0.588%	-0.349%	1,291,165	-4,521	2024-05-31
Fidelity Extended Market Index	0.586%	-2.860%	1,287,295	-37,895	2024-09-30
Franklin Small Cap Value SMA Composite	0.581%	3,112,730.000%	1,276,262	1,276,221	2024-09-30