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Vanguard disaggregates holdings; KRG shows 0% ownership (KRG)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed an Amendment No. 21 to Schedule 13G/A reporting 0% beneficial ownership of Kite Realty Group Trust common stock. The filing explains an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries and business divisions to report holdings separately.

The filing lists amount beneficially owned: 0 and states Vanguard no longer is deemed to have beneficial ownership of securities held by those disaggregated entities. The form is signed by the Head of Global Fund Administration on 03/27/2026.

Positive

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Negative

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Insights

Vanguard reports zero beneficial ownership after internal disaggregation.

The filing documents that Vanguard underwent an internal realignment on January 12, 2026 and that certain subsidiaries/business divisions now report holdings separately. The schedule shows amount beneficially owned: 0 and percent: 0%.

Cash‑flow treatment and any subsidiary-level holdings are not detailed here; subsequent filings from the disaggregated entities will show where holdings were reallocated.

Filing follows SEC Release No. 34-39538 disaggregation guidance.

The statement cites SEC Release No. 34-39538 to explain separate reporting by subsidiaries; this is a procedural compliance disclosure rather than an active purchase or sale. The filing affirms no single other person's interest exceeds 5%.

Signatory details are provided with a signature date of 03/27/2026; timing and amounts at subsidiary level are outside this excerpt.






49803T300

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What did Vanguard report for KRG in this Schedule 13G/A amendment?

Vanguard reported 0 shares and 0% beneficial ownership of Kite Realty Group Trust common stock. The filing attributes the change to an internal realignment effective January 12, 2026, causing separate reporting by subsidiaries and business divisions.

Why does the filing mention SEC Release No. 34-39538 in the KRG amendment?

The filing cites SEC Release No. 34-39538 to justify disaggregated reporting by Vanguard subsidiaries. That release permits separate beneficial ownership reports when internal realignments transfer reporting duties across subsidiaries or divisions pursuing the same strategies.

Does the Schedule 13G/A amendment show any Vanguard subsidiary still holds more than 5% of KRG?

No single other person is reported to hold more than 5% of the class in this filing. The amendment explicitly states that no other person's interest in the securities reported exceeds 5%.

Who signed the Schedule 13G/A amendment for Vanguard on the KRG filing?

The filing is signed by Ashley Grim, Head of Global Fund Administration. The signature block shows a signing date of 03/27/2026, which formalizes the amendment filing for Vanguard.

Will this amendment show where Vanguard’s former KRG holdings moved?

This amendment explains disaggregation but does not list subsidiary-level holdings. The filing indicates subsidiaries will report separately; subsidiary or business-division filings will disclose any reallocated positions and amounts.
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