| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.1M | $259.3M | -2.2% | 4.499% | 0.01% |
| 5 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 8.6M | $245.3M | +9.4% | 4.257% | 2.09% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 6.9M | $195.4M | -1.3% | 3.391% | 0.53% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 6.1M | $172.9M | -0.0% | 2.999% | 0.01% |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 5.7M | $161.1M | -9.0% | 2.796% | 0.24% |
| 9 | BANK OF AMERICA CORP /DE/ | 5.5M | $156.8M | -7.2% | 2.721% | 0.01% |
| 10 | NORTHERN TRUST CORP | 4.4M | $124.7M | +40.0% | 2.163% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.9M | $109.6M | -2.0% | 1.901% | 0.01% |
| 12 | JPMORGAN CHASE & CO | 3.7M | $106.0M | -43.8% | 1.801% | 0.01% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3.2M | $90.1M | -0.8% | 1.563% | 0.02% |
| 14 | NORGES BANK | 2.3M | $64.9M | — | 1.125% | 0.01% |
| 15 | UBS Group AG | 2.2M | $63.7M | +243.5% | 1.106% | 0.01% |
| 16 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2.2M | $61.0M | +71.9% | 1.059% | 0.09% |
| 17 | GOLDMAN SACHS GROUP INC | 1.7M | $48.4M | +12.1% | 0.840% | 0.00% |
| 18 | MORGAN STANLEY | 1.7M | $48.2M | -8.8% | 0.837% | 0.00% |
| 19 | AMERIPRISE FINANCIAL INC | 1.7M | $48.1M | +8.4% | 0.839% | 0.01% |
| 20 | FRANKLIN RESOURCES INC | 1.7M | $47.3M | -17.2% | 0.821% | 0.01% |
| 21 | Bank of New York Mellon Corp | 1.6M | $44.5M | -6.3% | 0.771% | 0.01% |
| 22 | SEI INVESTMENTS CO | 1.5M | $43.2M | +3.0% | 0.749% | 0.04% |
| 23 | FMR LLC | 1.5M | $41.9M | -0.9% | 0.728% | 0.00% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $41.5M | +314.9% | 0.720% | 0.02% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $38.2M | -3.3% | 0.663% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KRG — a direct measure of their conviction.
| 91.66% |
| 2.39 pp |
| $4.37B |
| 12% |
| Q4 2024 | 363 | +6.8% | 94.05% | +5.79 pp | $4.97B | +1.5% |
| Q3 2024 | 340 | — | 88.26% | — | $4.90B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
57 institutions opened new positions in KRG during Q2 2026, while 35 fully exited. 285 added to existing positions and 43 trimmed.
KRG institutional ownership rose by 0.27 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 61.5% of all reported 13F value in KRG, and the top 25 account for 79.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Kite Realty Group Trust (KRG) Institutional Ownership