KRG at a glance
KITE REALTY GROUP TRUST (KRG, SEC CIK 1286043) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), KITE REALTY GROUP TRUST (KRG) reported revenue of $844.4 million (up 0.3% from FY2024) and net income of $298.7 million. Diluted EPS was $1.37.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding KITE REALTY GROUP TRUST (KRG) shares worth $3.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Grimes Steven P on May 26, 2026 of 5,922 shares at $27.25 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $844.4M
- +0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $3.7B · −1 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Ownership, operation, acquisition, development, and redevelopment of grocery-anchored open-air shopping centers and mixed-use assets in Sun Belt and gateway U.S. markets
- New emphasized joint ventures in 2025 including a $785M mixed-use asset (Legacy West) acquisition and contribution of $233M properties for $112.1M gross proceeds
- Strategic shift toward intensified asset recycling with $721.8M proceeds from 13 property disposals and increased focus on redevelopment and densification
- Portfolio expanded to 167 retail/mixed-use properties totaling ~26.9 million sq ft; operating retail portfolio leased at 95.1% with ABR per sq ft up 7.0% to $22.63
- Unusual event: Reclassification of Eastgate Crossing property due to severe flooding from Tropical Storm Chantal impacting portfolio composition in 2025
Risk Factors
- Regulatory risk from U.S. tariffs implemented in 2025 on imported goods, potentially reducing tenant sales and downward pressure on rent spreads
- Geographic concentration risk with 28.1% of ABR from Texas, exposing to state-specific economic or regulatory downturns
- Supply chain and construction risk for One Loudoun Expansion, estimated cost $65-75 million, subject to labor and material cost increases
- Competitive pressure from real estate companies offering lower rents or tenant incentives, with 7.0% of leases expiring in 2026
- Financial risk from $3.0 billion debt including $497.2 million variable rate debt; 1% interest rate rise would increase interest expense by $5.0 million annually
Management Discussion & Analysis
- Outstanding consolidated indebtedness $3.03B as of Dec 31, 2025, down from $3.23B in 2024, with weighted average interest rate 4.36% and maturity 4.2 years
- Fixed rate debt 84% at 4.28% average interest, variable rate debt 16% at 4.73%, $150M variable rate hedged to fixed until July 2026
- Obligations include $69.1M in loans on The Corner project, company share $34.5M, funded mostly from free cash flow or revolver borrowings
- Forward-looking risk includes interest rate exposure managed via hedging, development project completion guarantees, and collectibility risk on tenant receivables
AI summary of the KRG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $196.3M, down $17.1M YoY from $213.4M
- Net income $165.5M vs $112.6M YoY, including $60.6M deconsolidation gain
- Property operating expense ratio 14.5% vs 13.5% YoY
- Best leasing performance: new leases, 28.4% cash spread on 29 comparable leases
- Headwinds: tariffs, inflation, interest-rate volatility, tenant financial stability, and economic uncertainty
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6
- New $600 million share-repurchase authorization increased from $300 million in February 2026
- Financing risk: $30.0 million share repurchase concurrent with 2026 Exchangeable Notes pricing
- Program expiration risk: share-repurchase authorization terminates February 28, 2027, unless extended
- No defaults upon senior securities reported during the quarter
AI summary of the KRG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Regulation FD presentation disclosure framed by extensive forward-looking-statement risks
- Refinancing and liquidity exposure, with sensitivity to interest rates and financing costs
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 results covered quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 with consolidated financial results
Item EX-99.1: Item EX-99.1
- Q2 net income attributable to common shareholders rose to $161.3M, or $0.79 diluted EPS, from $110.3M, aided by property-sale and deconsolidation gains
- Same Property NOI increased 3.7%, while leasing spreads reached 15.9% and portfolio leased occupancy improved to 94.8%
Item 1.01: Entry into a Material Definitive Agreement
- KRG issued exchangeable notes privately under Securities Act Section 4(a)(2) and Rule 144A to qualified institutional buyers
- Maximum 11,937,690 common shares potentially issuable upon exchange
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 indicates a newly created direct financial obligation or off-balance-sheet obligation
Item 8.01: Other Events
- KRG and issuer priced Notes on June 30, 2026, signaling completed debt-market financing
- Notes issued on July 2, 2026, creating new financing obligations for the company
Item EX-99.1: Item EX-99.1
- $300M of 3.25% exchangeable senior notes due 2032, with potential $45M upsizing option
- Net proceeds of approximately $291.8M directed toward capped calls, $30M share repurchase, and refinancing $300M of 4.00% notes due 2026
AI summaries of KRG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KRG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| COLEMAN VICTOR J | A | Oct 1, 2026 | 486 | - |
| COLEMAN VICTOR J | A | Jul 1, 2026 | 418 | - |
| Grimes Steven P | Sell | May 26, 2026 | 5,922 | $27.25 |
| O'Reilly David R. | A | May 14, 2026 | 4,958 | - |
| Peterson Barton R | A | May 14, 2026 | 4,958 | - |
| WURTZEBACH CHARLES H | A | May 14, 2026 | 4,958 | - |
| Grimes Steven P | A | May 14, 2026 | 4,958 | - |
| Lynch Peter L | A | May 14, 2026 | 4,958 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $823.0M | $841.8M | $844.4M |
| Operating Income | $152.2M | $111.4M | - |
| Net Income | $47.5M | $4.1M | $298.7M |
| Op. Margin | 18.5% | 13.2% | - |
| Net Margin | 5.8% | 0.5% | 35.4% |
| Balance Sheet | |||
| Total Assets | $6.9B | $7.1B | $6.7B |
| Equity | $3.6B | $3.3B | $3.1B |
| ROE | 1.3% | 0.1% | 9.7% |
| Per Share | |||
| EPS | $0.22 | $0.02 | $1.37 |
| Cash Flow | |||
| Operating CF | $394.6M | $419.0M | $429.7M |
Source: XBRL data in KITE REALTY GROUP TRUST (KRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $3.71B |
| Q1 2026 | 34 | $3.31B |
| Q4 2025 | 30 | $3.26B |
| Q3 2025 | 31 | $3.26B |
| Q2 2025 | 32 | $3.11B |
| Q1 2025 | 30 | $2.01B |
| Q4 2024 | 26 | $1.90B |
| Q3 2024 | 21 | $993.4M |
- Northern Trust+1.25M (+40%)
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- D.E. Shaw & Co+365.9K (+132%)
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- JPMorgan Chase & Co−2.85M (-44%)
- Citadel Advisors LLC−1.37M (-66%)
- Prudential Financial−662.8K (-80%)
- BlackRock−656.4K (-2%)
- Bank of America Corp−426.9K (-7%)
- Millennium Management+680.3K
- Soros Fund Management+85.0K
- DigitalBridge Group, Inc.−207.9K
- Two Sigma Investments−118.7K
- Renaissance Technologies LLC−72.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KRG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | May 27, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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KRG SEC filings: frequently asked questions
Which institutions hold KRG stock?
As of June 30, 2026, the largest KITE REALTY GROUP TRUST (KRG) holders among the 13F filers tracked by SignalX were BlackRock ($908.1 million), COHEN & STEERS, INC. ($755.8 million), Vanguard Portfolio Management LLC ($525.4 million), State Street Corp ($331.4 million), Vanguard Capital Management LLC ($259.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), KITE REALTY GROUP TRUST (KRG) reported revenue of $844.4 million (up 0.3% from FY2024) and net income of $298.7 million. Diluted EPS was $1.37. The figures come from the XBRL data in the 10-K.
What are the main risks in KRG's latest 10-K?
In the 10-K filed February 17, 2026, KITE REALTY GROUP TRUST (KRG) flagged: Regulatory risk from U.S. tariffs implemented in 2025 on imported goods, potentially reducing tenant sales and downward pressure on rent spreads. Geographic concentration risk with 28.1% of ABR from Texas, exposing to state-specific economic or regulatory downturns. (AI summary of the Risk Factors section.)
What did KRG report in its latest 8-K?
KITE REALTY GROUP TRUST (KRG) filed an 8-K on July 30, 2026 reporting Item 7.01 (Regulation FD Disclosure). Regulation FD presentation disclosure framed by extensive forward-looking-statement risks.
What are the latest KRG SEC filings?
KITE REALTY GROUP TRUST (KRG) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 5, 2026.
What is KRG's SEC CIK number?
KITE REALTY GROUP TRUST (KRG)'s SEC Central Index Key (CIK) is 1286043. EDGAR lists every KRG filing under that number.
Ask anything about KRG
The research agent reads KRG's filings, financials, insider trades and 13F holders, then answers with sources.