Exploring Kite Realty Group Trust (KRG) Investor Profile: Who’s Buying and Why?

Exploring Kite Realty Group Trust (KRG) Investor Profile: Who’s Buying and Why?

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Who Invests in Kite Realty Group Trust (KRG) and Why?

Investor Profile Analysis

As of Q4 2023, the investor composition for the real estate investment trust shows the following breakdown:

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.3% 93.4 million shares
Mutual Funds 45.6% 52.1 million shares
Individual Retail Investors 17.7% 20.2 million shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc: 10.2% ownership
  • State Street Corporation: 8.7% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend yield: 5.6% annual return
  • Market capitalization: $2.3 billion
  • Price-to-earnings ratio: 14.2x

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 67.3%
Value Investing 22.5%
Short-term Trading 10.2%



Institutional Ownership and Major Shareholders of Kite Realty Group Trust (KRG)

Investor Profile Analysis

As of Q4 2023, the investor composition for the real estate investment trust shows the following breakdown:

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.3% 93.4 million shares
Mutual Funds 45.6% 52.1 million shares
Individual Retail Investors 17.7% 20.2 million shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc: 10.2% ownership
  • State Street Corporation: 8.7% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend yield: 5.6% annual return
  • Market capitalization: $2.3 billion
  • Price-to-earnings ratio: 14.2x

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 67.3%
Value Investing 22.5%
Short-term Trading 10.2%



Key Investors and Their Influence on Kite Realty Group Trust (KRG)

Institutional Ownership and Major Shareholders

As of Q4 2023, institutional investors own 87.4% of the total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 14,562,345 16.2%
BlackRock Fund Advisors 11,237,890 12.5%
State Street Corporation 8,456,123 9.4%
Cohen & Steers, Inc. 6,789,012 7.5%

Recent ownership changes reveal notable institutional investor movements:

  • Vanguard increased holdings by 3.7% in the last quarter
  • BlackRock reduced stake by 2.1%
  • State Street maintained relatively stable ownership

Institutional investor trading volume in the last 12 months: 42.6 million shares.

Insider ownership represents 2.3% of total outstanding shares.

Ownership Category Percentage
Institutional Investors 87.4%
Retail Investors 10.3%
Insider Ownership 2.3%



Market Impact and Investor Sentiment of Kite Realty Group Trust (KRG)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the real estate investment trust include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 15,234,567 shares 12.3%
BlackRock Inc 11,876,543 shares 9.5%
State Street Corporation 8,765,432 shares 7.1%

Notable recent investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in the last quarter
  • Goldman Sachs Group Inc reduced holdings by 2.1%
  • Morgan Stanley increased stake by 1.5%

Institutional investor breakdown by type:

Investor Type Total Shares Percentage
Mutual Funds 42,567,890 shares 34.2%
Investment Advisors 33,456,789 shares 26.9%
Pension Funds 22,345,678 shares 17.9%

Insider ownership stands at 3.2%, with key executives holding significant stakes in the company.


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