Kite Realty Group Trust Ownership 2024 | Who Owns Kite Realty Group Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

65.91%

Insider Ownership

0.85%

Retail Ownership

33.24%

Institutional Holders

233.00

Kite Realty Group Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.89%0.02%34,875,233358,5921.04%780,507,720Jun 30, 2024
VANGUARD GROUP INC15.20%0.01%33,368,773-228,600-0.68%746,793,140Jun 30, 2024
STATE STREET CORP5.64%0.01%12,377,339-105,095-0.84%277,004,847,000Jun 30, 2024
JPMORGAN CHASE & CO4.94%0.02%10,842,5031,018,30310.37%242,655,219Jun 30, 2024
MACQUARIE GROUP LTD4.67%0.26%10,244,124278,3082.79%229,263,841Jun 30, 2024
COHEN & STEERS, INC.3.10%0.32%6,794,8512,092,60544.50%152,069,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.57%0.01%5,636,138219,0694.04%126,158,645Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.51%0.53%5,503,947-40,991-0.74%123,178,325Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.58%0.01%3,478,56797,4742.88%77,850,329Jun 30, 2024
BANK OF AMERICA CORP /DE/1.54%0.01%3,376,506-108,322-3.11%75,566,204Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.50%0.02%3,281,659190,3806.16%73,442,325Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.47%0.02%3,228,837-510,530-13.65%72,261,371Jun 30, 2024
NORTHERN TRUST CORP1.42%0.01%3,111,602109,6843.65%69,637,653,000Jun 30, 2024
NORGES BANK1.19%0.01%2,608,1322,608,132100.00%58,369,994Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.17%0.03%2,566,016449,06621.21%57,427,438Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.00%0.01%2,187,42832,4931.51%48,954,636Jun 30, 2024
MORGAN STANLEY0.98%0.00%2,152,227-47,221-2.15%48,166,855Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.95%0.03%2,080,688295,70816.57%46,565,797Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP0.94%3.80%2,067,3462,067,346100.00%46,267,203Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.89%0.07%1,963,771-1,119,136-36.30%43,949,201Jun 30, 2024

Kite Realty Group Trust's largest institutional shareholder is BLACKROCK INC., holding 15.89% of the company's total share outstanding, currently valued at $780.51M. The top 10 institutional shareholders own together 57.63% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ROUMELL ASSET MANAGEMENT, LLC0.07%6.38%151,84415,00010.96%3,398,269Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.45%5.25%995,400995,400100.00%22,277,052Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP0.94%3.80%2,067,3462,067,346100.00%46,267,203Jun 30, 2024
LDR CAPITAL MANAGEMENT LLC0.08%3.46%170,01732,91224.00%3,804,980Jun 30, 2024
UNIPLAN INVESTMENT COUNSEL, INC.0.66%2.93%1,440,282-232,516-13.90%32,233,000Jun 30, 2024
BERNZOTT CAPITAL ADVISORS0.12%2.76%267,855267,855100.00%5,994,595Jun 30, 2024
HAZELVIEW SECURITIES INC.0.26%2.36%563,422166,90042.09%12,485,432Jun 30, 2024
WORTH VENTURE PARTNERS, LLC0.01%1.91%11,500--257,370Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC0.23%0.70%497,733-1,456,104-74.53%11,139,265Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.33%0.66%735,000450,000157.89%16,449,300Jun 30, 2024
PETTEE INVESTORS, INC.0.02%0.55%50,510--1,130,414Jun 30, 2024
PRESIMA SECURITIES ULC0.05%0.53%107,1307000.66%2,397,569Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.51%0.53%5,503,947-40,991-0.74%123,178,325Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.50%0.52%1,090,92552,1155.02%24,414,902Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP0.07%0.49%150,000-79,419-34.62%3,357,000Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.31%0.47%688,575174,79734.02%15,410,317Jun 30, 2024
LONG POND CAPITAL, LP0.17%0.43%362,500362,500100.00%8,112,750Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.37%454,175454,175100.00%10,163,957Jun 30, 2024
CHARTWELL INVESTMENT PARTNERS, LLC0.20%0.35%443,37235,9038.81%9,922,000Jun 30, 2024
COHEN & STEERS, INC.3.10%0.32%6,794,8512,092,60544.50%152,069,000Jun 30, 2024

The largest Kite Realty Group Trust shareholder by % of total assets is ROUMELL ASSET MANAGEMENT, LLC. The company owns 151.84K shares of Kite Realty Group Trust (KRG), representing 6.38% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.19%0.01%2,608,1322,608,132100.00%58,369,994Jun 30, 2024
COHEN & STEERS, INC.3.10%0.32%6,794,8512,092,60544.50%152,069,000Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP0.94%3.80%2,067,3462,067,346100.00%46,267,203Jun 30, 2024
JPMORGAN CHASE & CO4.94%0.02%10,842,5031,018,30310.37%242,655,219Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.45%5.25%995,400995,400100.00%22,277,052Jun 30, 2024
FRANKLIN RESOURCES INC0.60%0.01%1,308,206890,633213.29%29,277,650Jun 30, 2024
APG ASSET MANAGEMENT US INC.0.34%0.10%750,000750,000100.00%16,665,000Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.37%454,175454,175100.00%10,163,957Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.33%0.66%735,000450,000157.89%16,449,300Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.17%0.03%2,566,016449,06621.21%57,427,438Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.05%392,914392,914100.00%8,793,415Jun 30, 2024
LONG POND CAPITAL, LP0.17%0.43%362,500362,500100.00%8,112,750Jun 30, 2024
BLACKROCK INC.15.89%0.02%34,875,233358,5921.04%780,507,720Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.95%0.03%2,080,688295,70816.57%46,565,797Jun 30, 2024
DEUTSCHE BANK AG\0.28%0.01%621,340279,74481.89%13,905,589Jun 30, 2024
MACQUARIE GROUP LTD4.67%0.26%10,244,124278,3082.79%229,263,841Jun 30, 2024
BERNZOTT CAPITAL ADVISORS0.12%2.76%267,855267,855100.00%5,994,595Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.57%0.01%5,636,138219,0694.04%126,158,645Jun 30, 2024
BANK OF MONTREAL /CAN/0.10%0.00%221,689198,365850.48%4,970,267Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.50%0.02%3,281,659190,3806.16%73,442,325Jun 30, 2024

As of Jun 30 2024, Kite Realty Group Trust's largest institutional buyer is NORGES BANK. The company purchased 2.61M stocks of KRG, valued at $58.37M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.0.33%0.03%725,481-1,579,235-68.52%16,236,265Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC0.23%0.70%497,733-1,456,104-74.53%11,139,265Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----1,443,053-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.89%0.07%1,963,771-1,119,136-36.30%43,949,201Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.12%0.00%255,523-1,004,205-79.72%5,718,604Jun 30, 2024
FMR LLC0.01%-27,873-948,974-97.15%623,796Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.00%0.00%4,375-661,818-99.34%97,909Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.47%0.02%3,228,837-510,530-13.65%72,261,371Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.17%0.01%380,453-457,511-54.60%8,514,539Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.06%0.01%124,694-411,640-76.75%2,790,652Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----395,984-100.00%-Jun 30, 2024
AMERIPRISE FINANCIAL INC0.56%0.01%1,223,948-371,708-23.30%27,391,960Jun 30, 2024
BROOKFIELD CORP /ON/0.36%0.11%799,390-318,616-28.50%17,890,348Jun 30, 2024
GOLDMAN SACHS GROUP INC0.50%0.00%1,101,866-303,334-21.59%24,659,759Jun 30, 2024
DAIWA SECURITIES GROUP INC.0.03%0.01%68,633-283,586-80.51%1,536,000Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.16%0.05%358,697-252,735-41.33%8,027,639Jun 30, 2024
UNIPLAN INVESTMENT COUNSEL, INC.0.66%2.93%1,440,282-232,516-13.90%32,233,000Jun 30, 2024
VANGUARD GROUP INC15.20%0.01%33,368,773-228,600-0.68%746,793,140Jun 30, 2024
BARCLAYS PLC0.33%0.01%733,518-172,979-19.08%16,419,000Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.73%0.01%1,591,570-146,337-8.42%35,619,336Jun 30, 2024

As of Jun 30 2024, Kite Realty Group Trust's biggest institutional seller is BALYASNY ASSET MANAGEMENT L.P.. The company sold -1.58M shares of KRG, valued at $16.24M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.19%0.01%2,608,1322,608,132100.00%58,369,994Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP0.94%3.80%2,067,3462,067,346100.00%46,267,203Jun 30, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC0.45%5.25%995,400995,400100.00%22,277,052Jun 30, 2024
APG ASSET MANAGEMENT US INC.0.34%0.10%750,000750,000100.00%16,665,000Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.37%454,175454,175100.00%10,163,957Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.05%392,914392,914100.00%8,793,415Jun 30, 2024
LONG POND CAPITAL, LP0.17%0.43%362,500362,500100.00%8,112,750Jun 30, 2024
BERNZOTT CAPITAL ADVISORS0.12%2.76%267,855267,855100.00%5,994,595Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%110,636110,636100.00%2,476,034Jun 30, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.05%0.02%103,636103,636100.00%2,320,771Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.04%0.00%92,10092,100100.00%2,046,462Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.01%50,11050,110100.00%1,121,462Jun 30, 2024
TCTC HOLDINGS, LLC0.02%0.03%40,00040,000100.00%895,200Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.02%0.00%33,90033,900100.00%758,682Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%23,34323,343100.00%522,416Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.01%0.03%21,32021,320100.00%477,142Jun 30, 2024
MGO ONE SEVEN LLC0.01%0.02%15,26015,260100.00%341,519Jun 30, 2024
TOROSO INVESTMENTS, LLC0.01%0.00%12,56412,564100.00%281,182Jun 30, 2024
GAMCO INVESTORS, INC. ET AL0.01%0.00%11,00011,000100.00%246,180Jun 30, 2024
FIL LTD0.00%0.00%6,3466,346100.00%142,023Jun 30, 2024
OPTIVER HOLDING B.V.0.00%-2,4902,490100.00%55,726Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA0.00%0.02%2,3642,364100.00%53,000Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.04%2,1702,170100.00%48,565Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-1,3131,313100.00%29,385Jun 30, 2024
OPAL WEALTH ADVISORS, LLC0.00%0.01%1,0751,075100.00%24,059Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.00%298298100.00%6,669Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%277277100.00%6,200Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC0.00%0.00%220220100.00%4,924Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.00%213213100.00%4,767Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC0.00%0.00%184184100.00%4,118Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%166166100.00%3,715Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%-152152100.00%3,402Jun 30, 2024
STEPHENS CONSULTING, LLC0.00%0.00%111111100.00%2,485Jun 30, 2024

Kite Realty Group Trust's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.61M shares, valued at $58.37M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EXODUSPOINT CAPITAL MANAGEMENT, LP----1,443,053-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----395,984-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----103,231-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----62,717-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----62,500-100.00%-Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----48,179-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----45,404-100.00%-Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC----41,563-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----36,422-100.00%-Jun 30, 2024
BOSTON PARTNERS----34,670-100.00%-Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP----30,993-100.00%-Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC----28,083-100.00%-Jun 30, 2024
ENTROPY TECHNOLOGIES, LP----27,399-100.00%-Jun 30, 2024
WEALTHSTAR ADVISORS, LLC----22,843-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----20,900-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----20,311-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----18,381-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----18,217-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----18,000-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----17,053-100.00%-Jun 30, 2024
ATOM INVESTORS LP----16,002-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----12,288-100.00%-Jun 30, 2024
FOSTER & MOTLEY INC----10,129-100.00%-Jun 30, 2024
SHELTON CAPITAL MANAGEMENT----9,456-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,744-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,922-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----1,009-100.00%-Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC----802-100.00%-Jun 30, 2024
OLD POINT TRUST & FINANCIAL SERVICES N A----561-100.00%-Jun 30, 2024
GPS WEALTH STRATEGIES GROUP, LLC----314-100.00%-Jun 30, 2024
HORIZON BANCORP INC /IN/----265-100.00%-Jun 30, 2024

Kite Realty Group Trust's largest sold out institutional shareholder by shares sold is EXODUSPOINT CAPITAL MANAGEMENT, LP, sold -1.44M shares, valued at -, as of undefined.

Kite Realty Group Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VICTORY VARIABLE INSURANCE FUNDS4.33%2,220,000--Mar 31, 2024
NUVEEN REAL ESTATE INCOME FUND2.16%294,361-2,920-0.98%Mar 31, 2024
PIONEER REAL ESTATE SHARES0.89%34,046--Mar 31, 2023
COHEN & STEERS REAL ESTATE SECURITIES FUND INC0.89%1,636,951-2,744,458-62.64%Dec 31, 2023
Vanguard Montgomery Funds0.67%160,279160,279-Mar 31, 2024
UNDISCOVERED MANAGERS FUNDS0.61%4,453,664-119,184-2.61%Dec 31, 2023
ADVENT CONVERTIBLE & INCOME FUND0.58%2,000,000--Jan 31, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.51%27,700-2,650-8.73%Feb 29, 2024
AB INSTITUTIONAL FUNDS INC0.51%88,510-3,880-4.20%Jan 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.46%1,793,70515,1470.85%Mar 28, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.40%451,202104,35330.09%Mar 28, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.31%135,660-8,765-6.07%Jan 31, 2024
World Funds Trust0.30%170,234116,163214.83%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.29%153,023--Mar 31, 2024
VICTORY PORTFOLIOS0.26%8,280,000--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.25%48,826-11,376-18.90%Mar 28, 2024
Starboard Investment Trust0.24%136,844--Feb 29, 2024
BNY Mellon Investment Funds V, Inc.0.22%173,064--Jan 31, 2024
DELAWARE VIP TRUST0.19%689,086-666-0.10%Mar 28, 2024
Brookfield Investment Funds0.18%286,187-216,397-43.06%Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.16%8,858,800-181,485-2.01%Jan 31, 2024
Mutual Fund & Variable Insurance Trust0.15%3,070,000--Mar 31, 2024
Federated Hermes Index Trust0.14%31,995-1,156-3.49%Jan 31, 2024
Seven Hills Realty Trust0.13%125,125--Dec 31, 2020
Cohen & Steers Real Estate Opportunities & Income Fund0.12%277,3055,2031.91%Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.12%158,928--Apr 30, 2022
COMMONWEALTH INTERNATIONAL SERIES TRUST0.11%9,000--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.10%446,338-16,545-3.57%Feb 29, 2024
VALUED ADVISERS TRUST0.10%96,922--Jan 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.09%74,365-21,284-22.25%Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.09%5,398,764108,7852.06%Feb 29, 2024
BARON SELECT FUNDS0.09%900,571--Mar 31, 2024
Apollo Diversified Real Estate Fund0.09%302,520--Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.08%45,690--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.08%47,272--Feb 29, 2024
Versus Capital Multi-Manager Real Estate Income Fund LLC0.07%351,67975,97527.56%Mar 28, 2024
BNY Mellon Absolute Insight Funds, Inc.0.07%1,250,0001,250,000-Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.0.06%67,00067,000-Jan 31, 2024
VANGUARD HORIZON FUNDS0.06%1,485,740115,9778.47%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.06%381,904-14,844-3.74%Mar 31, 2024
BNY Mellon Absolute Insight Funds, Inc.0.06%1,071,0001,071,000-Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.05%32,308-1,066-3.19%Mar 31, 2024
Cohen & Steers Alternative Income Fund, Inc.0.05%14,201--Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.05%140,248140,248-Mar 31, 2024
FRANKLIN VALUE INVESTORS TRUST0.05%187,840187,840-Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.05%115,000115,000-Mar 31, 2024
VANGUARD INDEX FUNDS0.04%18,948,370-3,133,262-14.19%Mar 31, 2024
DEUTSCHE DWS MARKET TRUST0.04%812,475--Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.04%98,915--Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.04%34,2605,36018.55%Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,545,0005,545,000-Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.04%13,787--Mar 31, 2024
DELAWARE POOLED TRUST0.03%31,2065,15119.77%Jan 31, 2024
IndexIQ ETF Trust0.03%65,075--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.03%83,692-216,934-72.16%Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.03%6,010--Mar 31, 2024
Calvert Variable Products, Inc.0.03%70,445--Mar 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.02%896,747--Jan 31, 2024
Bernstein Fund Inc0.02%210,480--Mar 31, 2024
BNY Mellon Absolute Insight Funds, Inc.0.02%407,000407,000-Jan 31, 2024
TIAA-CREF LIFE FUNDS0.02%57,434-1,932-3.25%Mar 31, 2024
AMG Funds I0.02%41,040--Jan 31, 2024
Nushares ETF Trust0.02%124,442--Jan 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.02%35,508--Jan 31, 2024
PPM Funds0.02%12,800--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.01%36,99819,276108.77%Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.01%36,00036,000-Mar 31, 2024
Fidelity Commonwealth Trust II0.01%96,510--Aug 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.01%1,706,0001,706,000-Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.01%118,000118,000-Jan 31, 2024
VICTORY PORTFOLIOS0.01%360,200--Mar 31, 2024
SYNTAX ETF TRUST0.01%3316022.14%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.01%220,119--Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%63,2365260.84%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,458,000--Mar 31, 2024
Federated Hermes Equity Funds0.01%195,723--Mar 31, 2024
Principal Exchange-Traded Funds0.01%116,053115,33616085.91%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,943,38848,9352.58%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.01%89,00089,000-Jan 31, 2024
FIDELITY COVINGTON TRUST0.01%160,547-16,794-9.47%Jan 31, 2024
TOUCHSTONE STRATEGIC TRUST0.01%530,35194,15021.58%Mar 31, 2024
BlackRock ETF Trust0.01%7,3417,341-Mar 31, 2024
WILLIAM BLAIR FUNDS0.01%777,7654,8150.62%Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.01%66,10066,100-Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.01%395,700395,700-Mar 31, 2024
Guardian Variable Products Trust0.01%126,148-5,000-3.81%Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%16,532--Mar 31, 2024
Humankind Benefit Corp0.01%15085.63%Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.01%270,25645,12120.04%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.01%4,472-172-3.70%Sep 30, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%23,039-114,185-83.21%Jan 31, 2024
Columbia Funds Variable Series Trust II0.01%188,251-6,045-3.11%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.01%24,102--Mar 31, 2024
Federated Hermes MDT Series0.01%14,000--Jan 31, 2024
SSGA FUNDS0.01%2,482--Feb 29, 2024
SHELTON FUNDS0.01%9,456-727-7.14%Feb 29, 2024
Ivy Variable Insurance Portfolios0.01%126,101-5,520-4.19%Mar 28, 2024
STEWARD FUNDS, INC.0.01%12,926--Jan 31, 2024
GLENMEDE FUND INC0.01%46,520--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%555,000555,000-Feb 29, 2024

Kite Realty Group Trust's largest mutual fund holder by % of total assets is "VICTORY VARIABLE INSURANCE FUNDS", owning 2.22M shares, compromising 4.33% of its total assets.

Kite Realty Group Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24233-31.87%
31 Mar, 24342-1.72%
31 Dec, 233489.78%
30 Sep, 233173.26%
30 Jun, 233071.99%
31 Mar, 23301-4.14%
31 Dec, 223149.41%
30 Sep, 22287-3.37%
30 Jun, 22297-5.71%
31 Mar, 22315-1.56%
31 Dec, 2132049.53%
30 Sep, 212144.90%
30 Jun, 212045.15%
31 Mar, 211946.59%
31 Dec, 20182-2.67%
30 Sep, 20187-5.08%
30 Jun, 20197-1.99%
31 Mar, 20201-3.83%
31 Dec, 192091.46%
30 Sep, 19206-6.36%
30 Jun, 19220-3.08%
31 Mar, 19227-2.16%
31 Dec, 18232-3.33%
30 Sep, 182400.42%
30 Jun, 182394.82%
31 Mar, 18228-3.80%
31 Dec, 172373.95%
30 Sep, 17228-1.30%
30 Jun, 17231-3.35%
31 Mar, 172394.82%
31 Dec, 162285.56%
30 Sep, 16216-6.09%
30 Jun, 162305.50%
31 Mar, 162182.35%
31 Dec, 152133.90%
30 Sep, 15205-3.76%
30 Jun, 152133.90%
31 Mar, 152054.59%
31 Dec, 141965.95%
30 Sep, 141854525.00%
30 Jun, 144-

As of 30 Jun 24, 233 institutions are holding Kite Realty Group Trust's shares, representing a decrease of -31.87% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24144,664,456-26.48%
31 Mar, 24196,761,959-1.09%
31 Dec, 23198,931,111-6.09%
30 Sep, 23211,836,462-0.62%
30 Jun, 23213,163,6481.57%
31 Mar, 23209,877,036-3.06%
31 Dec, 22216,492,4310.91%
30 Sep, 22214,531,1043.17%
30 Jun, 22207,937,843-2.33%
31 Mar, 22212,893,9717.54%
31 Dec, 21197,958,821126.07%
30 Sep, 2187,566,0787.42%
30 Jun, 2181,515,257-0.61%
31 Mar, 2182,015,7052.39%
31 Dec, 2080,103,3033.27%
30 Sep, 2077,565,562-0.19%
30 Jun, 2077,713,035-3.43%
31 Mar, 2080,474,6392.84%
31 Dec, 1978,254,4512.61%
30 Sep, 1976,263,2130.46%
30 Jun, 1975,912,090-2.17%
31 Mar, 1977,594,3311.21%
31 Dec, 1876,663,380-0.68%
30 Sep, 1877,190,7020.11%
30 Jun, 1877,106,597-2.13%
31 Mar, 1878,788,243-0.84%
31 Dec, 1779,456,895-0.45%
30 Sep, 1779,818,846-1.47%
30 Jun, 1781,011,8042.54%
31 Mar, 1779,003,0742.41%
31 Dec, 1677,142,940-0.23%
30 Sep, 1677,323,1661.02%
30 Jun, 1676,540,736-1.16%
31 Mar, 1677,441,4120.41%
31 Dec, 1577,123,731-0.03%
30 Sep, 1577,149,4023.34%
30 Jun, 1574,658,2743.85%
31 Mar, 1571,893,6475.34%
31 Dec, 1468,248,4017.21%
30 Sep, 1463,659,4452077.89%
30 Jun, 142,922,986-

Kite Realty Group Trust (KRG) has 144.66M shares outstanding as of 30 Jun 24, down -26.48% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2465.91%0.82%
31 Mar, 2489.68%1090200.11%
31 Dec, 230.09%0.00%
30 Sep, 2396.57%1.02%
30 Jun, 2397.18%1.06%
31 Mar, 2395.73%0.98%
31 Dec, 2298.82%1.03%
30 Sep, 2297.91%1.09%
30 Jun, 2294.92%1.00%
31 Mar, 2297.22%0.88%
31 Dec, 21105.13%0.98%
30 Sep, 21103.56%1.11%
30 Jun, 2196.46%1.02%
31 Mar, 2197.25%1.07%
31 Dec, 2095.20%1.12%
30 Sep, 2092.13%1.08%
30 Jun, 2092.34%1.01%
31 Mar, 2095.78%1.10%
31 Dec, 1993.20%1.13%
30 Sep, 1990.83%1.11%
30 Jun, 1990.44%1.06%
31 Mar, 1992.55%1.10%
31 Dec, 1891.52%1.08%
30 Sep, 1892.22%1.09%
30 Jun, 1892.15%1.04%
31 Mar, 1894.21%1.04%
31 Dec, 1795.06%1.04%
30 Sep, 1795.48%1.02%
30 Jun, 1796.92%1.08%
31 Mar, 1794.54%1.11%
31 Dec, 1692.31%1.08%
30 Sep, 1692.63%1.10%
30 Jun, 1691.80%1.06%
31 Mar, 1692.91%1.08%
31 Dec, 1592.55%1.08%
30 Sep, 1592.59%1.16%
30 Jun, 1589.40%1.21%
31 Mar, 1586.07%1.29%
31 Dec, 1481.76%1.41%
30 Sep, 1476.28%9949.25%
30 Jun, 140.88%-

As of 30 Jun 24, Kite Realty Group Trust is held by 65.91% institutional shareholders, representing a 0.82% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24119-23.23%
31 Mar, 24155-1.90%
31 Dec, 2315812.86%
30 Sep, 231401.45%
30 Jun, 23138-
31 Mar, 23138-19.77%
31 Dec, 2217230.30%
30 Sep, 221326.45%
30 Jun, 22124-18.95%
31 Mar, 22153-44.16%
31 Dec, 21274174.00%
30 Sep, 211003.09%
30 Jun, 21977.78%
31 Mar, 219012.50%
31 Dec, 2080-2.44%
30 Sep, 2082-6.82%
30 Jun, 2088-7.37%
31 Mar, 2095-12.84%
31 Dec, 1910928.24%
30 Sep, 1985-10.53%
30 Jun, 1995-4.04%
31 Mar, 19993.13%
31 Dec, 1896-13.51%
30 Sep, 18111-
30 Jun, 18111-0.89%
31 Mar, 18112-10.40%
31 Dec, 1712525.00%
30 Sep, 17100-5.66%
30 Jun, 17106-19.70%
31 Mar, 171324.76%
31 Dec, 1612631.25%
30 Sep, 1696-22.58%
30 Jun, 161245.98%
31 Mar, 16117-2.50%
31 Dec, 1512022.45%
30 Sep, 1598-11.71%
30 Jun, 15111-11.90%
31 Mar, 151268.62%
31 Dec, 14116-36.26%
30 Sep, 141824450.00%
30 Jun, 144-

119 institutional shareholders have increased their position in KRG stock as of 30 Jun 24 compared to 155 in the previous quarter (a -23.23% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2469-45.24%
31 Mar, 24126-3.82%
31 Dec, 2313114.91%
30 Sep, 231145.56%
30 Jun, 23108-
31 Mar, 2310820.00%
31 Dec, 2290-13.46%
30 Sep, 22104-11.11%
30 Jun, 2211715.84%
31 Mar, 22101260.71%
31 Dec, 2128-62.16%
30 Sep, 217417.46%
30 Jun, 2163-3.08%
31 Mar, 21654.84%
31 Dec, 2062-7.46%
30 Sep, 20671.52%
30 Jun, 20661.54%
31 Mar, 2065-
31 Dec, 1965-10.96%
30 Sep, 19738.96%
30 Jun, 1967-9.46%
31 Mar, 1974-16.85%
31 Dec, 18893.49%
30 Sep, 188613.16%
30 Jun, 18762.70%
31 Mar, 1874-
31 Dec, 1774-9.76%
30 Sep, 1782-2.38%
30 Jun, 178416.67%
31 Mar, 1772-
31 Dec, 1672-15.29%
30 Sep, 168516.44%
30 Jun, 16735.80%
31 Mar, 16691.47%
31 Dec, 1568-5.56%
30 Sep, 1572-6.49%
30 Jun, 157737.50%
31 Mar, 1556-15.15%
31 Dec, 14662100.00%
30 Sep, 143-
30 Jun, 14--

69 institutional shareholders have reduced their position in KRG stock as of 30 Jun 24 compared to 126 in the previous quarter (a -45.24% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24233-31.87%144,664,456-26.48%65.91%0.82%119-23.23%69-45.24%
31 Mar, 24342-1.72%196,761,959-1.09%89.68%1090200.11%155-1.90%126-3.82%
31 Dec, 233489.78%198,931,111-6.09%0.09%0.00%15812.86%13114.91%
30 Sep, 233173.26%211,836,462-0.62%96.57%1.02%1401.45%1145.56%
30 Jun, 233071.99%213,163,6481.57%97.18%1.06%138-108-
31 Mar, 23301-4.14%209,877,036-3.06%95.73%0.98%138-19.77%10820.00%
31 Dec, 223149.41%216,492,4310.91%98.82%1.03%17230.30%90-13.46%
30 Sep, 22287-3.37%214,531,1043.17%97.91%1.09%1326.45%104-11.11%
30 Jun, 22297-5.71%207,937,843-2.33%94.92%1.00%124-18.95%11715.84%
31 Mar, 22315-1.56%212,893,9717.54%97.22%0.88%153-44.16%101260.71%
31 Dec, 2132049.53%197,958,821126.07%105.13%0.98%274174.00%28-62.16%
30 Sep, 212144.90%87,566,0787.42%103.56%1.11%1003.09%7417.46%
30 Jun, 212045.15%81,515,257-0.61%96.46%1.02%977.78%63-3.08%
31 Mar, 211946.59%82,015,7052.39%97.25%1.07%9012.50%654.84%
31 Dec, 20182-2.67%80,103,3033.27%95.20%1.12%80-2.44%62-7.46%
30 Sep, 20187-5.08%77,565,562-0.19%92.13%1.08%82-6.82%671.52%
30 Jun, 20197-1.99%77,713,035-3.43%92.34%1.01%88-7.37%661.54%
31 Mar, 20201-3.83%80,474,6392.84%95.78%1.10%95-12.84%65-
31 Dec, 192091.46%78,254,4512.61%93.20%1.13%10928.24%65-10.96%
30 Sep, 19206-6.36%76,263,2130.46%90.83%1.11%85-10.53%738.96%
30 Jun, 19220-3.08%75,912,090-2.17%90.44%1.06%95-4.04%67-9.46%
31 Mar, 19227-2.16%77,594,3311.21%92.55%1.10%993.13%74-16.85%
31 Dec, 18232-3.33%76,663,380-0.68%91.52%1.08%96-13.51%893.49%
30 Sep, 182400.42%77,190,7020.11%92.22%1.09%111-8613.16%
30 Jun, 182394.82%77,106,597-2.13%92.15%1.04%111-0.89%762.70%
31 Mar, 18228-3.80%78,788,243-0.84%94.21%1.04%112-10.40%74-
31 Dec, 172373.95%79,456,895-0.45%95.06%1.04%12525.00%74-9.76%
30 Sep, 17228-1.30%79,818,846-1.47%95.48%1.02%100-5.66%82-2.38%
30 Jun, 17231-3.35%81,011,8042.54%96.92%1.08%106-19.70%8416.67%
31 Mar, 172394.82%79,003,0742.41%94.54%1.11%1324.76%72-
31 Dec, 162285.56%77,142,940-0.23%92.31%1.08%12631.25%72-15.29%
30 Sep, 16216-6.09%77,323,1661.02%92.63%1.10%96-22.58%8516.44%
30 Jun, 162305.50%76,540,736-1.16%91.80%1.06%1245.98%735.80%
31 Mar, 162182.35%77,441,4120.41%92.91%1.08%117-2.50%691.47%
31 Dec, 152133.90%77,123,731-0.03%92.55%1.08%12022.45%68-5.56%
30 Sep, 15205-3.76%77,149,4023.34%92.59%1.16%98-11.71%72-6.49%
30 Jun, 152133.90%74,658,2743.85%89.40%1.21%111-11.90%7737.50%
31 Mar, 152054.59%71,893,6475.34%86.07%1.29%1268.62%56-15.15%
31 Dec, 141965.95%68,248,4017.21%81.76%1.41%116-36.26%662100.00%
30 Sep, 141854525.00%63,659,4452077.89%76.28%9949.25%1824450.00%3-
30 Jun, 144-2,922,986-0.88%-4---

Kite Realty Group Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 28, 2024WURTZEBACH CHARLES Hdirector-S-SaleSell7,799$21.06$164.25K53,938

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 07, 2024Heath R Fearofficer EVP & Chief Financial OfficerM-ExemptSell75,675$17.76$1.34M-
Aug 07, 2024Kite John Adirector, officer Chairman & CEOM-ExemptSell865,865$17.76$15.38M-
Feb 28, 2024WURTZEBACH CHARLES Hdirector-S-SaleSell7,799$21.06$164.25K53,938

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 07, 2024Heath R Fearofficer EVP & Chief Financial OfficerM-ExemptBuy20,337--341,363
Aug 07, 2024Heath R Fearofficer EVP & Chief Financial OfficerM-ExemptSell75,675$17.76$1.34M-
Aug 07, 2024Kite John Adirector, officer Chairman & CEOM-ExemptBuy232,696--2,053,071
Aug 07, 2024Kite John Adirector, officer Chairman & CEOM-ExemptSell865,865$17.76$15.38M-
Jul 03, 2024COLEMAN VICTOR Jdirector-A-AwardBuy530--88,843
May 31, 2024Young Caroline L.director-A-AwardBuy6,233--37,138
May 31, 2024WURTZEBACH CHARLES Hdirector-A-AwardBuy6,233--60,171
May 31, 2024Peterson Barton Rdirector-A-AwardBuy6,233--80,169
May 31, 2024O'Reilly David R.director-A-AwardBuy6,233--63,313
May 31, 2024Lynch Peter Ldirector-A-AwardBuy6,233--70,250
May 31, 2024Kelly Christie B.director-A-AwardBuy6,233--66,225
May 31, 2024Grimes Steven Pdirector-A-AwardBuy6,233--769,547
May 31, 2024COLEMAN VICTOR Jdirector-A-AwardBuy6,233--88,313
May 31, 2024Burks Derrickdirector-A-AwardBuy6,233--25,570
May 31, 2024Biumi Bonniedirector-A-AwardBuy6,233--68,069
Apr 02, 2024COLEMAN VICTOR Jdirector-A-AwardBuy547--82,080
Feb 28, 2024WURTZEBACH CHARLES Hdirector-S-SaleSell7,799$21.06$164.25K53,938
Feb 21, 2024Heath R Fearofficer EVP & Chief Financial OfficerA-AwardBuy36,313--321,026
Feb 21, 2024McGowan Thomas Kofficer President & COOA-AwardBuy39,107--707,481
Feb 21, 2024Kite John Adirector, officer Chairman & CEOA-AwardBuy118,716--1,820,375

The last insider sell of Kite Realty Group Trust's stock was made by Heath R Fear on Aug 07 2024, selling 75,675 shares at $17.76 per share (valued at $1.34M).

Kite Realty Group Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202432150.00%
Q2 202411--
Q1 202441400.00%
Q4 20234580.00%
Q3 202343133.33%
Q2 20231311300.00%
Q1 202351500.00%
Q4 20222633.33%
Q3 202211100.00%
Q2 20221511500.00%
Q1 202251500.00%
Q4 20217977.78%
Q3 20211--
Q2 202110--
Q1 2021113366.67%
Q4 202053166.67%
Q3 20201--
Q2 20209--
Q1 2020197271.43%
Q4 20192366.67%

3 total buy trades, and 2 total sell trades (buy/sell ratio of 1.50%) were made by Kite Realty Group Trust's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024-1-
Q4 2023-2-
Q3 2023---
Q2 2023-1-
Q1 2023---
Q4 2022-4-
Q3 2022-1-
Q2 2022---
Q1 2022---
Q4 2021-1-
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020-1-
Q3 2020---
Q2 2020---
Q1 20201--
Q4 2019-1-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Kite Realty Group Trust's stocks.

Kite Realty Group Trust Peer Ownership


TickerCompany
IVTInvenTrust Properties Corp.
PINEAlpine Income Property Trust, Inc.
SITCSITE Centers Corp.
AKRAcadia Realty Trust
BFSSaul Centers, Inc.
ROICRetail Opportunity Investments Corp.
FCPTFour Corners Property Trust, Inc.
UEUrban Edge Properties
CBLCBL & Associates Properties, Inc.

KRG Ownership FAQ


Kite Realty Group Trust is owned by institutional shareholders (65.91%), insiders (0.85%), and public (33.24%). The largest institutional shareholder of Kite Realty Group Trust is BLACKROCK INC. (15.89% of total shares) and the top mutual fund owner is VICTORY VARIABLE INSURANCE FUNDS (4.33% of total shares).

Kite Realty Group Trust's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, JPMORGAN CHASE & CO, and MACQUARIE GROUP LTD. The top five shareholders own together 46.34% of the company's share outstanding.

As of Jun 2024, there are 233 institutional shareholders of Kite Realty Group Trust.

BLACKROCK INC owns 34.88M shares of Kite Realty Group Trust, representing 15.89% of the company's total shares outstanding, valued at $780.51M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 33.37M shares of Kite Realty Group Trust (KRG), compromising 15.20% of the company, valued at $746.79M.

STATE STREET CORP is the third largest holder of Kite Realty Group Trust. The company owns 12.38M of the company's shares outstanding (worth $277B).