KRG · Kite Realty Group Trust · Shareholders & Ownership

$24.60 +0.19 (+0.78%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.89B

200.35M

Volume · Oct 20 631.14K Avg daily vol (3M) 2.33M

Every disclosed holder of KRG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns KRG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	403	205,608,165	102.63%	Yes
Insiders (Forms 3, 4, 5)	15	1,729,714	0.86%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,990,946	-3.49%	Negative
Registered funds (N-PORT, not summed)	364	109,305,797	54.56%	No

Shares outstanding: 200,346,933, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of KRG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	31,997,999	15.97%	-656,411	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,951,819	3.47%	-216,374	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,313,775	2.65%	-47,271	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,948,877	0.97%	+71,618	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,017,294	0.51%	-83,893	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	758,449	0.38%	+58,244	Jul 31, 2026	iShares Trust, not summed
2	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,631,121	13.29%	+625,744	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	7,150,439	3.57%	+93,546	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
2.2	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	5,312,278	2.65%	0	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
2.3	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	4,826,016	2.41%	0	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
2.4	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	973,383	0.49%	+40,298	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
2.5	Cohen & Steers Real Assets Fund, Inc. Fund S000035709 · Registered fund · Jun 30, 2026 Cohen & Steers Real Assets Fund, Inc., not summed	123,474	0.06%	+11,071	Jun 30, 2026	Cohen & Steers Real Assets Fund, Inc., not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,512,078	9.24%	-396,037	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,676,756	5.83%	-412,014	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,027,883	0.51%	-30,797	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	351,981	0.18%	-39,126	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	312,949	0.16%	-19,583	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	148,934	0.07%	-8,824	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	74,852	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,136,840	4.56%	-209,093	Jun 30, 2026	carried, not yet filed for the newest quarter
6	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,644,416	4.31%	+746,629	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	7,723,931	3.86%	-314,085	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,886,367	3.44%	-93,603	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,443,833	3.22%	-110,806	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,090,405	3.04%	-2,061	Jun 30, 2026	carried, not yet filed for the newest quarter
11	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,676,977	2.83%	-563,433	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,298,487	1.15%	-213,969	May 29, 2026	Delaware Group Equity Funds V, not summed
11.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,646,906	0.82%	-46,700	May 29, 2026	Delaware Group Equity Funds V, not summed
11.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	991,773	0.50%	+142,300	Jun 30, 2026	Delaware VIP Trust, not summed
11.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	142,779	0.07%	+12,096	Jun 30, 2026	IVY FUNDS, not summed
11.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	78,619	0.04%	+5,898	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
12	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	5,570,554	2.78%	-208,600	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
13	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,525,131	2.76%	-426,936	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,658,059	2.33%	-109,163	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,393,150	2.19%	+1,254,819	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	132,021	0.07%	-4,108	Jun 30, 2026	Northern Funds, not summed
15.2	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	113,360	0.06%	—	Jul 31, 2026	FlexShares Trust, not summed
15.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	104,445	0.05%	+3,075	Jun 30, 2026	Northern Funds, not summed
15.4	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	80,824	0.04%	+53,763	Jun 30, 2026	Northern Funds, not summed
15.5	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	79,522	0.04%	+7,867	Jun 30, 2026	Northern Funds, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,861,059	1.93%	-79,824	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,530,707	0.76%	+32,893	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,041,696	0.52%	-11,239	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	502,921	0.25%	+25,522	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	403,013	0.20%	-25,837	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,801	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,657,831	1.83%	-2,854,931	Jun 30, 2026	carried, not yet filed for the newest quarter
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,173,767	1.58%	-26,699	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,108,919	0.55%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	755,280	0.38%	-31,602	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	405,099	0.20%	+18,230	Jul 31, 2026	Dimensional ETF Trust, not summed
18.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	268,786	0.13%	+6,506	Jul 31, 2026	Dimensional ETF Trust, not summed
19	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,687,313	1.34%	+15,159	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,327,239	1.16%	-88,612	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,285,291	1.14%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,151,133	1.07%	+899,400	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,705,908	0.85%	+183,977	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	373,632	0.19%	+153,550	Jul 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	195,660	0.10%	+36,600	Jul 31, 2026	Goldman Sachs Trust II, not summed
23.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	48,578	0.02%	+45,208	Jul 31, 2026	Goldman Sachs Trust, not summed
23.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	29,361	0.01%	-2,599	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,583	0.00%	+2,729	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,703,098	0.85%	+131,936	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	906,320	0.45%	+55,300	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
24.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	163,960	0.08%	-6,270	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
24.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	154,642	0.08%	-5,008	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
24.4	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	112,103	0.06%	-3,997	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
24.5	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	110,062	0.05%	-2,670	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,698,911	0.85%	-164,768	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	524	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,667,532	0.83%	-345,918	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	834,699	0.42%	-286,324	Jul 31, 2026	Franklin Value Investors Trust, not summed
26.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	351,474	0.18%	-24,931	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
26.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	6,795	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
26.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	4,622	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
26.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	719	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,566,702	0.78%	-104,408	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,782	0.00%	-23	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,803	0.76%	+44,958	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	34,921	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
28.2	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	29,900	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
28.3	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,200	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
28.4	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	3,286	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
28.5	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,172	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
29	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,477,343	0.74%	-12,917	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,276,038	1.14%	+110,823	Jul 31, 2026	Fidelity Salem Street Trust, not summed
29.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,125,177	0.56%	-5,590	May 31, 2026	Fidelity Concord Street Trust, not summed
29.3	Fidelity Real Estate Income Fund Fund S000007192 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	663,300	0.33%	-71,400	Jul 31, 2026	Fidelity Securities Fund, not summed
29.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	661,447	0.33%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
29.5	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	453,349	0.23%	+1,752	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,015	0.73%	+1,108,898	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,355,631	0.68%	-69,479	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,767	0.67%	-46,130	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,535	0.67%	+161,137	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	603,440	0.30%	-11,950	Jul 31, 2026	TIAA-CREF Funds, not summed
33.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	270,561	0.14%	+12,982	Jul 31, 2026	TIAA-CREF Funds, not summed
33.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	196,046	0.10%	—	Jul 31, 2026	NuShares ETF Trust, not summed
33.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	169,240	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	12,545	0.01%	-1,812	Jun 30, 2026	TIAA-CREF Life Funds, not summed
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,438	0.66%	-2,196	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	19,800	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,113	0.59%	-134,109	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,300	0.56%	-4,100	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	136,900	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,117,841	0.56%	+39,604	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,774	0.52%	-277,486	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	485,687	0.24%	-7,804	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
38.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	1,676	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
39	Uniplan Investment Counsel, Inc. 13F CIK 1520710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,044,981	0.52%	-44,812	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,021,938	0.51%	-747	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Global Real Estate Securities Fund Fund S000006866 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	154,172	0.08%	-47,919	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
40.2	Global Real Estate Securities Fund Fund S000001579 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	115,835	0.06%	+38,076	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.3	Tax-Managed Real Assets Fund Fund S000064943 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	84,027	0.04%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.4	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	30,514	0.02%	-4,540	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40.5	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	13,481	0.01%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
41	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	921,558	0.46%	+33,176	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	346,316	0.17%	-18,418	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	47,278	0.02%	+406	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,494	0.02%	-8,014	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.4	Invesco Zacks Multi-Asset Income ETF Fund S000060805 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	32,208	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	27,107	0.01%	-2,289	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	871,111	0.43%	-116,613	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	844,573	0.42%	-41,224	Jun 30, 2026	carried, not yet filed for the newest quarter
44	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	835,890	0.42%	+3,523	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	34,265	0.02%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
44.2	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	29,371	0.01%	+910	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
45	Apollo Management Holdings, L.P. 13F CIK 1449434 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	768,330	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	719,094	0.36%	+3,775	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	252,973	0.13%	+24,557	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
46.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	77,637	0.04%	-5,188	Jul 31, 2026	Principal Funds, Inc, not summed
46.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	13,778	0.01%	+6,680	Jul 31, 2026	Principal Funds, Inc, not summed
47	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,996	0.36%	-1,369,845	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Grimes Steven P Insider CIK 1289648 · May 26, 2026 Director, issuer-wide	696,384	0.35%	-5,922	May 26, 2026	Director, issuer-wide
49	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	691,850	0.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	688,786	0.34%	-20,496	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1286043 CUSIP 49803T300 13F (30d) 34 filings 34 filers Visit website Investor relations