Mackenzie Financial
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Mackenzie Financial’s Kite Realty KRG Stock Holding History

Mackenzie Financial’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Buy
+8,245
New +$223K ﹤0.01% 1481
2026
Q1 		– Sell
-15,088
Closed -$362K – 1594
2025
Q4 		$362K Sell
15,088
-101
-0.7% -$2.29K ﹤0.01% 1318
2025
Q3 		$339K Sell
15,189
-13,068
-46% -$292K ﹤0.01% 1367
2025
Q2 		$640K Sell
28,257
-77,503
-73% -$1.71M ﹤0.01% 1147
2025
Q1 		$2.37M Sell
105,760
-400,362
-79% -$9.15M ﹤0.01% 734
2024
Q4 		$12.8M Buy
506,122
+488,850
+2,830% +$12.9M 0.02% 423
2024
Q3 		$459K Sell
17,272
-60,481
-78% -$1.5M ﹤0.01% 1047
2024
Q2 		$1.74M Buy
77,753
+62,430
+407% +$1.33M ﹤0.01% 759
2024
Q1 		$332K Sell
15,323
-136,937
-90% -$2.95M ﹤0.01% 1131
2023
Q4 		$3.48M Sell
152,260
-250,118
-62% -$5.34M 0.01% 624
2023
Q3 		$8.22M Buy
402,378
+367,482
+1,053% +$8.32M 0.01% 456
2023
Q2 		$792K Buy
34,896
+429
+1% +$8.84K ﹤0.01% 906
2023
Q1 		$721K Buy
34,467
+5,208
+18% +$110K ﹤0.01% 928
2022
Q4 		$616K Sell
29,259
-500
-2% -$10.2K ﹤0.01% 863
2022
Q3 		$512K Sell
29,759
-1,089
-4% -$20.9K ﹤0.01% 926
2022
Q2 		$533K Buy
30,848
+3,339
+12% +$69K ﹤0.01% 942
2022
Q1 		$626K Buy
27,509
+1,454
+6% +$31.7K ﹤0.01% 961
2021
Q4 		$567K Buy
26,055
+12,591
+94% +$269K ﹤0.01% 980
2021
Q3 		$274K Buy
13,464
+2,063
+18% +$41.9K ﹤0.01% 1173
2021
Q2 		$251K Buy
+11,401
New +$240K ﹤0.01% 1111
2019
Q3 		– Sell
-401,400
Closed -$6.07M – 1057
2019
Q2 		$6.07M Hold
401,400
– – 0.02% 394
2019
Q1 		$6.42M Hold
401,400
– – 0.02% 459
2018
Q4 		$5.66M Sell
401,400
-46,300
-10% -$728K 0.01% 482
2018
Q3 		$7.45M Buy
+447,700
New +$7.58M 0.02% 403

Other funds holding KRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mackenzie Financial's KRG Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Kite Realty (KRG) in Q3 2026: 8,245 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in KRG as recently as Q4 2025.

Mackenzie Financial first reported a position in KRG in Q3 2018 and has held it in 24 quarters since. The position peaked at $12.8M in Q4 2024. 233 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • Mackenzie Financial held 8,245 shares of Kite Realty worth $201K as of Q3 2026.
  • Kite Realty was a new Mackenzie Financial position in Q3 2026.
  • Kite Realty made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1481 holding.
  • Mackenzie Financial first reported a position in Kite Realty in Q3 2018 and has held it in 24 quarters since.
  • Mackenzie Financial's Kite Realty position peaked at $12.8M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.