Stock ownership · SEC 13F · Q4 2025

KITE RLTY GROUP TR

Who owns KITE RLTY GROUP TR (CUSIP 49803T300)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$669K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $669K in KITE RLTY GROUP TR positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$669K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 49803T300 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.7M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - KITE RLTY GROUP TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of KITE RLTY GROUP TR
  1. 1
    Pacer Advisors, Inc. $621K
  2. 2
    Strategic Investment Solutions, Inc. /IL $43K
  3. 3
    Bell Investment Advisors, Inc $5K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a KITE RLTY GROUP TR position has held steady from 3 to 3 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding KITE RLTY GROUP TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 25,890 $621K 92.7%
2 Strategic Investment Solutions, Inc. /IL 1,814 $43K 6.5%
3 Bell Investment Advisors, Inc 214 $5K 0.8%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among KITE RLTY GROUP TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Pacer Advisors, Inc. $621K
Strategic Investment Solutions, Inc. /IL $43K

Complete exits (3)

CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold KITE RLTY GROUP TR?▼
KITE RLTY GROUP TR is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of KITE RLTY GROUP TR?▼
Institutions report $669K of KITE RLTY GROUP TR as of Q4 2025.
How concentrated is ownership of KITE RLTY GROUP TR?▼
The top five institutional holders account for 100% of the reported institutional value in KITE RLTY GROUP TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of KITE RLTY GROUP TR?▼
Pacer Advisors, Inc. is the largest reported holder of KITE RLTY GROUP TR with $621K across 25,890 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.