Kite Realty Group Trust (KRG) Ownership

27.16 ↓0.20 (-0.73%)

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 32 institutional holders of KRG own 90.04% of the company with a total of 197.8 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders increased their combined ownership of KRG by 5.3 million shares. 13 institutions bought 7,509,814 total additional shares and increased their ownership by an average of 9.83%. However 7 institutions sold 2,207,116 total shares and decreased their ownership by an average of 8.21%.

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 5,302,698 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

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	15.191%	-0.680%	33,368,773	-228,600	2024-06-30
State Street Corp	5.635%	-0.842%	12,377,339	-105,095	2024-06-30
JPMorgan Chase & Co	4.936%	10.365%	10,842,503	1,018,303	2024-06-30
Macquarie Group Ltd	4.664%	2.793%	10,244,124	278,308	2024-06-30
Cohen & Steers Inc	3.093%	44.502%	6,794,851	2,092,605	2024-06-30
Geode Capital Management, LLC	2.566%	4.044%	5,636,138	219,069	2024-06-30
Fuller & Thaler Asset Management Inc	2.506%	-0.739%	5,503,947	-40,991	2024-06-30
Morgan Stanley - Brokerage Accounts	1.960%	-2.147%	4,304,454	-94,442	2024-06-30
Charles Schwab Investment Management Inc	1.584%	2.883%	3,478,567	97,474	2024-06-30
Bank of America Corp	1.537%	-3.108%	3,376,506	-108,322	2024-06-30
Dimensional Fund Advisors, Inc.	1.494%	6.159%	3,281,659	190,380	2024-06-30
Nuveen Asset Management, LLC	1.470%	-13.653%	3,228,837	-510,530	2024-06-30
Northern Trust Corp	1.417%	3.654%	3,111,602	109,684	2024-06-30
NORGES BANK	1.187%	13.036%	2,608,132	300,786	2024-06-30
Millennium Management LLC	1.168%	21.213%	2,566,016	449,066	2024-06-30
Bank of New York Mellon Corp	0.996%	1.508%	2,187,428	32,493	2024-06-30
American Century Companies Inc	0.947%	16.567%	2,080,688	295,708	2024-06-30
Rush Island Management, LP	0.941%	0.000%	2,067,346	2,067,346	2024-06-30
Prudential Financial Inc	0.894%	-36.301%	1,963,771	-1,119,136	2024-06-30

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	15.191%	-0.680%	33,368,773	-228,600	2024-06-30
State Street Corporation	5.683%	-7.581%	12,482,434	-1,023,930	2024-03-31
State Street Corp	5.635%	-0.842%	12,377,339	-105,095	2024-06-30
JPMorgan Chase & Co	4.936%	10.365%	10,842,503	1,018,303	2024-06-30
Macquarie Group Ltd	4.664%	2.793%	10,244,124	278,308	2024-06-30
Cohen & Steers Inc	3.093%	44.502%	6,794,851	2,092,605	2024-06-30
Geode Capital Management, LLC	2.566%	4.044%	5,636,138	219,069	2024-06-30
Fuller & Thaler Asset Management Inc	2.506%	-0.739%	5,503,947	-40,991	2024-06-30
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
Morgan Stanley - Brokerage Accounts	1.960%	-2.147%	4,304,454	-94,442	2024-06-30
Charles Schwab Investment Management Inc	1.584%	2.883%	3,478,567	97,474	2024-06-30
Bank of America Corp	1.537%	-3.108%	3,376,506	-108,322	2024-06-30
Goldman Sachs Group Inc	1.516%	86.421%	3,328,436	1,542,995	2023-12-31
Dimensional Fund Advisors, Inc.	1.494%	6.159%	3,281,659	190,380	2024-06-30
Nuveen Asset Management, LLC	1.470%	-13.653%	3,228,837	-510,530	2024-06-30
Northern Trust Corp	1.417%	3.654%	3,111,602	109,684	2024-06-30
Brookfield Asset Management Inc	1.375%	0.000%	3,013,350	3,013,350	2022-06-30
NORGES BANK	1.187%	13.036%	2,608,132	300,786	2024-06-30
Millennium Management LLC	1.168%	21.213%	2,566,016	449,066	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
American Century Companies Inc	0.947%	16.567%	2,080,688	295,708	2024-06-30
Rush Island Management, LP	0.941%	0.000%	2,067,346	2,067,346	2024-06-30
William Blair Investment Management, LLC	0.894%	-0.103%	1,964,532	-2,025	2024-03-31
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
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 8.7 million shares. Combined, the top 36 mutual fund holders of KRG own 57.15% of the company with a total of 125.5 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of KRG by 57 thousand shares. 1 funds bought 3,744 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 60,412 total shares and decreased their ownership by an average of 1.85%.

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 -56,668 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.148%	0.054%	6,915,751	3,744	2024-10-31
iShares Russell 2000 ETF	2.573%	-0.224%	5,651,156	-12,712	2024-10-31
iShares Russell 2000 Value ETF	0.948%	0.000%	2,083,360	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.603%	-3.474%	1,325,491	-47,700	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.946%	-1.381%	8,668,974	-121,346	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.168%	0.062%	6,959,760	4,308	2024-09-30
iShares Core S&P Mid-Cap ETF	3.148%	0.054%	6,915,751	3,744	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	2.011%	6,773,384	133,512	2023-03-31
Cohen & Steers Real Estate Opportunities	2.656%	0.000%	5,834,506	0	2024-09-30
Cohen & Steers Real Estate Securities A	2.656%	0.000%	5,834,506	0	2024-09-30
iShares Russell 2000 ETF	2.573%	-0.224%	5,651,156	-12,712	2024-10-31
Vanguard Small Cap Index	2.503%	-0.946%	5,498,219	-52,518	2024-09-30
Fuller & Thaler Small-Cap Value	2.263%	-7.857%	4,962,268	-423,107	2022-12-31
FullerThaler Behavioral Small-Cap Value	2.241%	0.000%	4,922,254	-5	2024-08-31
Fuller & Thaler Behavrl Small-Cap Value	2.212%	-1.550%	4,853,782	-76,423	2023-09-30
Undiscovered Managers Behavioral Val L	2.119%	0.000%	4,654,364	0	2024-09-30
Macquarie US Small Cap Core Equity	1.570%	-1.157%	3,448,571	-40,361	2024-03-31
Delaware US Small Cap Core Equity (SMA)	1.570%	-1.157%	3,448,571	-40,361	2024-03-31
Delaware Small Cap Core I	1.520%	-0.616%	3,338,229	-20,689	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	-2.417%	3,273,538	-81,084	2024-09-30
Vanguard Small Cap Growth Index Inv	1.380%	-1.140%	3,032,074	-34,957	2024-09-30
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
Delaware Small Cap Value A	1.086%	0.000%	2,385,514	0	2024-09-30
Heitman US RES Total Return	1.025%	71.207%	2,247,500	934,760	2022-12-31
Fidelity Small Cap Index	1.022%	-2.521%	2,245,449	-58,067	2024-08-31
Fidelity® Small Cap Index	0.965%	2.771%	2,116,169	57,047	2023-10-31
iShares Russell 2000 Value ETF	0.948%	0.000%	2,083,360	0	2024-10-31
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 U.S. Small Cap Value	0.882%	-11.644%	1,935,000	-255,000	2023-09-30
American Century Small Cap Value Inv	0.882%	-11.644%	1,935,000	-255,000	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	0.054%	1,753,088	951	2024-09-30
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	2024-09-30
Vanguard Real Estate II Index	0.641%	0.261%	1,408,635	3,663	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.603%	-3.474%	1,325,491	-47,700	2024-10-31
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