Kite Realty Group Trust
US ˙ NYSE ˙ US49803T3005

SecurityKRG / Kite Realty Group Trust
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,200,466 shares
Latest Disclosed Value $ 78,571,527
Dimensional Fund Advisors Lp reports 0.32% increase in ownership of KRG / Kite Realty Group Trust

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,200,466 shares of Kite Realty Group Trust (US:KRG) valued at $78,571,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,190,177 shares of Kite Realty Group Trust. This represents a change in shares of 0.32% during the quarter. The current value of the position is $88,620,904 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F KITE REALTY GROUP TRUST COM NEW 49803T300 3,200,466 10,289 0.32 78,572 2.75 0.0035
2026-02-12 2025-12-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,190,177 -85,791 -2.62 76,469 4.68 0.0160
2025-11-12 2025-09-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,275,968 165,889 5.33 73,052 3.70 0.0157
2025-08-12 2025-06-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,110,079 -113,954 -3.53 70,444 -2.32 0.0163
2025-05-13 2025-03-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,224,033 -38,821 -1.19 72,120 -12.43 0.0179
2025-02-13 2024-12-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,262,854 -25,856 -0.79 82,353 -5.72 0.0198
2024-11-07 2024-09-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,288,710 7,051 0.21 87,346 18.93 0.0212
2024-08-09 2024-06-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,281,659 190,380 6.16 73,442 9.59 0.0192
2024-05-10 2024-03-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,091,279 -84,045 -2.65 67,019 -7.67 0.0181
2024-02-07 2023-12-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,175,324 -54,258 -1.68 72,590 4.93 0.0212
2023-11-09 2023-09-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,229,582 71,797 2.27 69,179 -1.94 0.0227
2023-08-09 2023-06-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,157,785 39,426 1.26 70,545 8.14 0.0225
2023-05-12 2023-03-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,118,359 32,565 1.06 65,233 101,826.56 0.0220
2023-02-09 2022-12-31 13F KITE RLTY GROUP TR COM NEW 49803T300 3,085,794 -27,413 -0.88 65 -99.88 0.0192
2022-11-10 2022-09-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,113,207 -179,495 -5.45 53,607 -5.85 0.0206
2022-08-12 2022-06-30 13F KITE RLTY GROUP TR COM NEW 49803T300 3,292,702 -25,779 -0.78 56,935 -24.65 0.0204
2022-05-13 2022-03-31 13F KITE RLTY GROUP TR COM 49803T300 3,318,481 -39,434 -1.17 75,564 3.32 0.0233
2022-02-09 2021-12-31 13F KITE RLTY GROUP TR COM 49803T300 3,357,915 2,015,188 150.08 73,134 167.49 0.0221
2021-11-12 2021-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,342,727 -690 -0.05 27,341 -7.53 0.0088
2021-08-12 2021-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,343,417 -52,158 -3.74 29,568 9.82 0.0094
2021-05-14 2021-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,395,575 -57,884 -3.98 26,923 23.82 0.0089
2021-03-08 2020-12-31 13F/A-2 KITE RLTY GROUP TR COM 49803T300 1,453,459 -16,430 -1.12 21,743 27.74 0.0079
2021-02-11 2020-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,453,459 -16,430 21,743 7,852.4159
2020-11-12 2020-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,469,889 99,773 7.28 17,021 7.65 0.0072
2020-08-13 2020-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,370,116 18,000 1.33 15,811 23.49 0.0069
2020-05-14 2020-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,352,116 -7,446 -0.55 12,803 -51.78 0.0067
2020-02-14 2019-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,359,562 32,086 2.42 26,552 23.85 0.0097
2019-11-12 2019-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,327,476 18,505 1.41 21,439 8.25 0.0083
2019-08-13 2019-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,308,971 -9,720 -0.74 19,805 -6.08 0.0077
2019-08-12 2019-03-31 13F/A-2 KITE RLTY GROUP TR COM 49803T300 1,318,691 -1,685 -0.13 21,086 13.34 0.0084
2019-05-10 2019-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,318,691 -1,685 21,086
2019-02-26 2018-12-31 13F/A-1 KITE RLTY GROUP TR COM 49803T300 1,320,376 -21,402 -1.60 18,605 -16.72 0.0084
2019-02-13 2018-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,320,376 -21,402 18,605
2018-11-13 2018-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,341,778 5,261 0.39 22,340 -2.14 0.0085
2018-08-10 2018-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,336,517 6,493 0.49 22,828 12.70 0.0091
2018-05-11 2018-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,330,024 22,354 1.71 20,256 -20.97 0.0084
2018-02-12 2017-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,307,670 34,885 2.74 25,630 -0.56 0.0106
2017-11-13 2017-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,272,785 55,838 4.59 25,774 11.88 0.0113
2017-08-11 2017-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,216,947 56,344 4.85 23,038 -7.67 0.0106
2017-05-12 2017-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,160,603 52,057 4.70 24,953 -4.13 0.0119
2017-02-09 2016-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,108,546 801 0.07 26,027 -15.24 0.0130
2016-11-10 2016-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,107,745 -3,562 -0.32 30,708 -1.42 0.0166
2016-08-09 2016-06-30 13F KITE RLTY GROUP TR COM 49803T300 1,111,307 9,383 0.85 31,150 2.02 0.0179
2016-05-13 2016-03-31 13F KITE RLTY GROUP TR COM 49803T300 1,101,924 15,540 1.43 30,534 8.39 0.0183
2016-02-10 2015-12-31 13F KITE RLTY GROUP TR COM 49803T300 1,086,384 18,936 1.77 28,171 10.84 0.0176
2015-11-13 2015-09-30 13F KITE RLTY GROUP TR COM 49803T300 1,067,448 101,827 10.55 25,416 7.56 0.0167
2015-08-14 2015-06-30 13F KITE RLTY GROUP TR COM 49803T300 965,621 124,358 14.78 23,630 -0.29 0.0145
2015-05-14 2015-03-31 13F KITE RLTY GROUP TR COM 49803T300 841,263 164,883 24.38 23,699 21.91 0.0150
2015-02-06 2014-12-31 13F KITE RLTY GROUP TR COM 49803T300 676,380 163,063 31.77 19,440 56.23 0.0128
2014-11-13 2014-09-30 13F KITE RLTY GROUP TR COM 49803T300 513,317 513,317 12,443 0.0088
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.