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Funds Holding Kite Realty Group Trust

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Kite Realty Group Trust, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of KRG →
Funds holding
95
as of 2026-07-31
Reported value
$712.7M
summed across funds
Fund families
51
named trusts
Largest conviction
1.75%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.207.9K sh$5.9M1.75%
COMMONWEALTH REAL ESTATE SECURITIES FUNDCommonwealth International Series Trust9K sh$257.6K1.65%
ClearBridge Small Cap FundLegg Mason Global Asset Management Trust271.1K sh$7.8M1.10%
Virtus Real Asset Income ETFETFis Series Trust I7.1K sh$202.2K1.09%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I906.3K sh$25.9M1.04%
PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST19.8K sh$566.7K1.02%
PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust133K sh$3.8M0.88%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust373.6K sh$10.7M0.81%
Global Real Estate Securities FundRUSSELL INVESTMENT CO115.8K sh$3.3M0.79%
FlexShares Global Quality Real Estate Index FundFlexShares Trust113.4K sh$3.2M0.76%
Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust32.2K sh$921.8K0.74%
SA Franklin Small Company Value PortfolioSUNAMERICA SERIES TRUST72.8K sh$2.1M0.69%
Harbor Mid Cap Value FundHARBOR FUNDS99.1K sh$2.8M0.62%
Franklin Small Cap Value FundFranklin Value Investors Trust834.7K sh$23.9M0.56%
LSV Small Cap Value FundADVISORS' INNER CIRCLE FUND136.9K sh$3.9M0.55%
Transamerica Small Cap ValueTRANSAMERICA FUNDS21K sh$601K0.53%
DWS Global Small Cap FundDEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.35.5K sh$1M0.51%
iShares Core U.S. REIT ETFiShares Trust758.4K sh$21.7M0.47%
Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust661.4K sh$18.9M0.45%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.1M sh$31.7M0.45%
Fidelity SAI Real Estate Income FundFidelity Securities Fund335.1K sh$9.6M0.44%
Nuveen ESG Small-Cap ETFNuShares ETF Trust196K sh$5.6M0.44%
Dimensional US Real Estate ETFDimensional ETF Trust268.8K sh$7.7M0.43%
Fidelity Real Estate Income FundFidelity Securities Fund663.3K sh$19M0.43%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds603.4K sh$17.3M0.43%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust2.9K sh$83.3K0.42%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST209.6K sh$6M0.40%
Fidelity Real Estate Index FundFidelity Salem Street Trust453.3K sh$13M0.40%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust29.6K sh$847.9K0.40%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds255K sh$7.3M0.37%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS1.4M sh$38.8M0.35%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust1.3K sh$38.2K0.32%
iShares Global REIT ETFiShares Trust553K sh$15.8M0.31%
MID-CAP VALUE PROFUNDProFunds290 sh$8.3K0.31%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust62.5K sh$1.8M0.30%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS7.7M sh$221.1M0.30%
Dimensional Global Real Estate ETFDimensional ETF Trust405.1K sh$11.6M0.30%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC755.3K sh$21.6M0.28%
iShares Developed Real Estate Index FundBlackRock Funds30.3K sh$867.1K0.28%
iShares Environmentally Aware Real Estate ETFiShares Trust1.3K sh$37.5K0.26%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust7.8K sh$222.7K0.26%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS52K sh$1.5M0.23%
Fidelity Small Cap Index FundFidelity Salem Street Trust2.3M sh$65.1M0.19%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST502.9K sh$14.4M0.19%
Global X Russell 2000 ETFGLOBAL X FUNDS99.1K sh$2.8M0.19%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds270.6K sh$7.7M0.19%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST23.4K sh$669.9K0.19%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc12.4K sh$355K0.18%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO84K sh$2.4M0.17%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST29.4K sh$841.9K0.16%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust22.3K sh$637.4K0.16%
MidCap S&P 400 Index FundPrincipal Funds, Inc77.6K sh$2.2M0.16%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.73.6K sh$2.1M0.16%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2745 sh$21.3K0.16%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust15.7K sh$449K0.16%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust227.5K sh$6.5M0.16%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST116.6K sh$3.3M0.14%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust48.6K sh$1.4M0.14%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust30.3K sh$866.6K0.14%
ULTRA SMALL CAP PROFUNDProFunds2.7K sh$76.2K0.13%
iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust13.1K sh$374.7K0.13%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust3K sh$85.3K0.12%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust85.9K sh$2.5M0.12%
Wilmington Real Asset FundWilmington Funds18.3K sh$523K0.11%
ULTRA MID CAP PROFUNDProFunds1.7K sh$48.7K0.10%
iShares Morningstar Small-Cap Growth ETFiShares Trust34.8K sh$995.2K0.10%
Column Small Cap FundTrust for Professional Managers19.9K sh$512.2K0.09%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO30.5K sh$873.3K0.09%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series10.2K sh$291.9K0.09%
iShares Morningstar Small-Cap ETFiShares Trust8.7K sh$248.5K0.09%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust75.2K sh$2.2M0.08%
Victory Extended Market Index FundVictory Portfolios III23K sh$658.6K0.08%
iShares Morningstar Small-Cap Value ETFiShares Trust19.1K sh$546.3K0.08%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds36.6K sh$1M0.08%
Multi-Strategy Income FundRUSSELL INVESTMENT CO8.1K sh$231.9K0.08%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO13.5K sh$385.8K0.06%
SMALL-CAP PROFUNDProFunds175 sh$5K0.06%
MID-CAP PROFUNDProFunds184 sh$5.3K0.06%
Fidelity SAI U.S. Momentum Index FundFidelity Salem Street Trust41.1K sh$1.2M0.05%
iShares Core Dividend ETFiShares Trust19.2K sh$549K0.03%
SmallCap Value Fund IIPrincipal Funds, Inc13.8K sh$394.3K0.03%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST710 sh$20.3K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust11.5K sh$330.1K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust47.3K sh$1.4M0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust524 sh$15K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.1K sh$32.9K0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds13.9K sh$397.2K0.01%
Nuveen Equity Index FundTIAA-CREF Funds169.2K sh$4.8M0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust110.2K sh$3.2M0.01%
Morningstar Alternatives FundMorningstar Funds Trust698 sh$20K0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST118.3K sh$3.4M0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS156.9K sh$4.5M0.00%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds211 sh$6K0.00%
THRIVENT MULTISECTOR BOND FUNDThrivent Mutual Funds346 sh$9.9K0.00%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-1.3K sh-$35.9K-0.01%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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