KRGNYSEReal Estate Investment TrustsFiscal year ends December 31
KITE REALTY GROUP TRUST
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$24.41−0.20 (-0.81%)
Close on Oct 19, 2026
- Market cap
- $4.96B
- P/E (TTM)
- 15.1
- Dividend yield
- 5.10%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
206M of 200M shares
Institutional holders
402
67 new, 34 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $362.76K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 31,641,299 | 14.40% | 13G (passive) amendment | Mar 31, 2025 |
| Cohen & Steers, Inc. | 26,743,974 | 12.35% | 13G (passive) amendment | Nov 30, 2025 |
| Vanguard Portfolio Management | 18,991,777 | 9.18% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 11,146,188 | 5.39% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 6.17% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KRG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,997,999 | 15.97% | $908.10M | −656,411 | 0.01% |
| Cohen & Steers, Inc. | 26,631,121 | 13.29% | $755.79K | +625,744 | 1.20% |
| Vanguard Portfolio Management LLC | 18,512,078 | 9.24% | $525.37M | −396,037 | 0.02% |
| State Street Corp | 11,676,756 | 5.83% | $331.40M | −412,014 | 0.01% |
| Vanguard Capital Management LLC | 9,136,840 | 4.56% | $259.30M | −209,093 | 0.01% |
| Centersquare Investment Management LLC | 8,644,416 | 4.31% | $245.33M | +746,629 | 2.09% |
| Fuller & Thaler Asset Management, Inc. | 6,886,367 | 3.44% | $195.44M | −93,603 | 0.53% |
| Geode Capital Management, LLC | 6,090,405 | 3.04% | $172.87M | −2,061 | 0.01% |
| Nomura Asset Management International Inc. | 5,676,977 | 2.83% | $161.11M | −563,433 | 0.24% |
| Bank Of America Corp /De/ | 5,525,131 | 2.76% | $156.80M | −426,936 | 0.01% |
| Northern Trust Corp | 4,393,150 | 2.19% | $124.68M | +1,254,819 | 0.01% |
| Charles Schwab Investment Management Inc | 3,861,059 | 1.93% | $109.58M | −79,824 | 0.01% |
| JPMorgan Chase & Co | 3,657,831 | 1.83% | $105.97M | −2,854,931 | 0.01% |
| Dimensional Fund Advisors LP | 3,173,767 | 1.58% | $90.08M | −26,699 | 0.02% |
| Norges Bank | 2,285,291 | 1.14% | $64.86M | New | 0.01% |
| Healthcare Of Ontario Pension Plan Trust Fund | 2,151,133 | 1.07% | $61.05M | +899,400 | 0.09% |
| Goldman Sachs Group Inc | 1,705,908 | 0.85% | $48.41M | +183,977 | 0.00% |
| Ameriprise Financial Inc | 1,703,098 | 0.85% | $48.10M | +131,936 | 0.01% |
| Morgan Stanley | 1,698,911 | 0.85% | $48.22M | −164,768 | 0.00% |
| Franklin Resources Inc | 1,667,532 | 0.83% | $47.32M | −345,918 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 402 | 206M | 100.0% | 67 / 115 | 143 / 34 | 13M | 17M |
| Q1 2026 | 374 | 210M | 100.0% | 47 / 139 | 119 / 29 | 38M | 21M |
| Q4 2025 | 363 | 223M | 100.0% | 38 / 131 | 134 / 33 | 32M | 34M |
| Q3 2025 | 361 | 224M | 100.0% | 46 / 135 | 121 / 31 | 22M | 18M |
| Q2 2025 | 349 | 220M | 100.0% | 31 / 139 | 129 / 38 | 27M | 16M |
| Q1 2025 | 359 | 208M | 100.0% | 36 / 117 | 142 / 45 | 22M | 22M |
| Q4 2024 | 372 | 212M | 100.0% | 58 / 149 | 98 / 30 | 23M | 20M |
| Q3 2024 | 351 | 209M | 100.0% | 42 / 122 | 127 / 30 | 48M | 12M |
| Q2 2024 | 343 | 209M | 100.0% | 42 / 136 | 112 / 33 | 17M | 20M |
| Q1 2024 | 339 | 214M | 100.0% | 34 / 120 | 129 / 39 | 23M | 19M |
| Q4 2023 | 346 | 209M | 100.0% | 55 / 104 | 132 / 23 | 18M | 17M |
| Q3 2023 | 320 | 214M | 100.0% | 30 / 110 | 119 / 17 | 7M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KRG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 7,723,931 | 3.86% | $221.06M | 0.30% | Jul 31, 2026 |
| Cohen & Steers Real Estate Securities Fund | 7,150,439 | 3.57% | $202.93M | 2.12% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 6,951,819 | 3.47% | $197.29M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,443,833 | 3.22% | $182.88M | 0.01% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 5,570,554 | 2.78% | $158.09M | 1.75% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,313,775 | 2.65% | $150.80M | 0.18% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares | 5,312,278 | 2.65% | $150.76M | 1.68% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 4,826,016 | 2.41% | $136.96M | 1.68% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,658,059 | 2.32% | $132.20M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,687,313 | 1.34% | $76.27M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,327,239 | 1.16% | $66.05M | 0.07% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 2,298,487 | 1.15% | $63.02M | 1.14% | May 29, 2026 |
| Fidelity Small Cap Index Fund | 2,276,038 | 1.14% | $65.14M | 0.19% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,948,877 | 0.97% | $55.31M | 0.38% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 1,646,906 | 0.82% | $45.16M | 1.30% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John A. Kite | Chairman & CEO, Director | 56,219 | 0.03% | Feb 23, 2026 |
| Adam M. Jaworski | Senior VP & CAO | 13,371 | 0.01% | Apr 7, 2026 |
| Thomas K. McGowan | President & COO | 111,028 | 0.06% | Feb 23, 2026 |
| R. Fear Heath | EVP & Chief Financial Officer | 69,265 | 0.03% | Feb 23, 2026 |
| Joseph Donald Schmid | Interim CAO | – | – | Dec 2, 2025 |
| David Buell | Senior VP & CAO | 74,058 | 0.04% | Mar 5, 2025 |
| Victor J. Coleman | Director | 108,403 | 0.05% | Jul 6, 2026 |
| Steven P. Grimes | Director | 696,384 | 0.35% | May 27, 2026 |
| David R. O'Reilly | Director | 73,734 | 0.04% | May 18, 2026 |
| Christie B. Kelly | Director | 95,777 | 0.05% | May 18, 2026 |
| Caroline L. Young | Director | 55,705 | 0.03% | May 18, 2026 |
| Derrick Burks | Director | 36,751 | 0.02% | May 18, 2026 |
| Barton R. Peterson | Director | 114,189 | 0.06% | May 18, 2026 |
| Charles H. Wurtzebach | Director | 71,102 | 0.04% | May 18, 2026 |
| Peter L. Lynch | Director | 84,126 | 0.04% | May 18, 2026 |
| Bonnie Biumi | Director | 73,680 | 0.04% | May 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Victor J. Coleman Director | Jul 1, 2026 | Award | +418 | – | – | 108,403 |
| Steven P. Grimes Director | May 26, 2026 | Sale | −5,922 | $27.25 | $161.37K | 696,384 |
| Peter L. Lynch Director | May 14, 2026 | Award | +4,958 | – | – | 84,126 |
| Barton R. Peterson Director | May 14, 2026 | Award | +4,958 | – | – | 114,189 |
| Victor J. Coleman Director | May 14, 2026 | Award | +4,958 | – | – | 107,985 |
| Charles H. Wurtzebach Director | May 14, 2026 | Award | +4,958 | – | – | 71,102 |
| Derrick Burks Director | May 14, 2026 | Award | +4,958 | – | – | 36,751 |
| Caroline L. Young Director | May 14, 2026 | Award | +4,958 | – | – | 55,705 |
| Steven P. Grimes Director | May 14, 2026 | Award | +4,958 | – | – | 702,306 |
| David R. O'Reilly Director | May 14, 2026 | Award | +4,958 | – | – | 73,734 |
| Christie B. Kelly Director | May 14, 2026 | Award | +4,958 | – | – | 95,777 |
| Adam M. Jaworski Senior VP & CAO | Apr 6, 2026 | Award | +13,371 | – | – | 13,371 |
| Victor J. Coleman Director | Apr 1, 2026 | Award | +483 | – | – | 97,935 |
| Charles H. Wurtzebach Director | Feb 26, 2026 | Sale | −7,722 | $26.08 | $201.39K | 58,060 |
| Victor J. Coleman Director | Jan 2, 2026 | Award | +495 | – | – | 97,452 |
| Victor J. Coleman Director | Oct 1, 2025 | Award | +532 | – | – | 96,957 |
| John A. Kite Chairman & CEO, Director | Sep 3, 2025 | Sale | −50,000 | $22.70 | $1.14M | 54,121 |
| Victor J. Coleman Director | Jul 1, 2025 | Award | +524 | – | – | 96,425 |
| Steven P. Grimes Director | Jun 12, 2025 | Sale | −13,576 | $22.62 | $307.09K | 697,037 |
| Victor J. Coleman Director | May 16, 2025 | Award | +5,611 | – | – | 95,901 |
| Steven P. Grimes Director | May 16, 2025 | Award | +5,611 | – | – | 710,613 |
| Peter L. Lynch Director | May 16, 2025 | Award | +5,611 | – | – | 75,861 |
| Derrick Burks Director | May 16, 2025 | Award | +5,611 | – | – | 31,181 |
| Caroline L. Young Director | May 16, 2025 | Award | +5,611 | – | – | 42,749 |
| Charles H. Wurtzebach Director | May 16, 2025 | Award | +5,611 | – | – | 65,782 |
| Bonnie Biumi Director | May 16, 2025 | Award | +5,611 | – | – | 73,680 |
| David R. O'Reilly Director | May 16, 2025 | Award | +5,611 | – | – | 68,924 |
| Christie B. Kelly Director | May 16, 2025 | Award | +5,611 | – | – | 71,836 |
| Barton R. Peterson Director | May 16, 2025 | Award | +5,611 | – | – | 85,780 |
| Victor J. Coleman Director | Apr 1, 2025 | Award | +530 | – | – | 90,290 |
| David Buell Senior VP & CAO | Mar 3, 2025 | Award | +14,015 | – | – | 74,058 |
| Victor J. Coleman Director | Jan 2, 2025 | Award | +470 | – | – | 89,760 |
| Steven P. Grimes Director | Nov 27, 2024 | Sale | −27,250 | $27.99 | $762.73K | 705,002 |
| Victor J. Coleman Director | Oct 1, 2024 | Award | +447 | – | – | 89,290 |
| Steven P. Grimes Director | Sep 16, 2024 | Sale | −37,295 | $26.80 | $999.51K | 732,252 |
| Victor J. Coleman Director | Jul 1, 2024 | Award | +530 | – | – | 88,843 |
| Victor J. Coleman Director | May 30, 2024 | Award | +6,233 | – | – | 88,313 |
| Peter L. Lynch Director | May 30, 2024 | Award | +6,233 | – | – | 70,250 |
| Barton R. Peterson Director | May 30, 2024 | Award | +6,233 | – | – | 80,169 |
| David R. O'Reilly Director | May 30, 2024 | Award | +6,233 | – | – | 63,313 |
| Christie B. Kelly Director | May 30, 2024 | Award | +6,233 | – | – | 66,225 |
| Charles H. Wurtzebach Director | May 30, 2024 | Award | +6,233 | – | – | 60,171 |
| Bonnie Biumi Director | May 30, 2024 | Award | +6,233 | – | – | 68,069 |
| Derrick Burks Director | May 30, 2024 | Award | +6,233 | – | – | 25,570 |
| Steven P. Grimes Director | May 30, 2024 | Award | +6,233 | – | – | 769,547 |
| Caroline L. Young Director | May 30, 2024 | Award | +6,233 | – | – | 37,138 |
| Victor J. Coleman Director | Apr 1, 2024 | Award | +547 | – | – | 82,080 |
| Charles H. Wurtzebach Director | Feb 26, 2024 | Sale | −7,799 | $21.06 | $164.25K | 53,938 |
| Victor J. Coleman Director | Jan 2, 2024 | Award | +519 | – | – | 81,533 |
| Steven P. Grimes Director | Dec 14, 2023 | Sale | −21,500 | $23.70 | $509.55K | 763,314 |
| John A. Kite Chairman & CEO, Director | Dec 1, 2023 | Conversion | +60,000 | – | – | 164,121 |
| John A. Kite Chairman & CEO, Director | Dec 1, 2023 | Sale | −60,000 | $21.91 | $1.31M | 104,121 |
| Victor J. Coleman Director | Oct 2, 2023 | Award | +554 | – | – | 81,014 |
| Victor J. Coleman Director | Jul 3, 2023 | Award | +531 | – | – | 80,460 |
| Charles H. Wurtzebach Director | Jun 15, 2023 | Sale | −255 | $21.11 | $5.38K | 61,737 |
| Gerald M. Gorski Director | May 10, 2023 | Award | +6,308 | – | – | 65,130 |
| Caroline L. Young Director | May 10, 2023 | Award | +6,308 | – | – | 30,905 |
| Charles H. Wurtzebach Director | May 10, 2023 | Award | +6,308 | – | – | 61,992 |
| Peter L. Lynch Director | May 10, 2023 | Award | +6,308 | – | – | 64,017 |
| Christie B. Kelly Director | May 10, 2023 | Award | +6,308 | – | – | 59,992 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Charles H. Wurtzebach Director | Feb 26, 2026 | 7,722 | $200.46K | Feb 26, 2026 | Compensation |
| John A. Kite Officer | Sep 10, 2025 | 50,000 | $1.13M | Sep 3, 2025 | Restricted Stock Grants |
| Charles H. Wurtzebach Director | Feb 26, 2024 | 7,800 | $166.79K | Feb 26, 2024 | Open Market Purchase |