Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACADIA REALTY TRUSTAKR · Entity 4240 | SVP, Chief Accounting Officer. | January 05, 2026 | January 06, 2026 |
| KITE REALTY GROUP TRUSTKRG · Entity 3865 | Senior VP & CAO | March 03, 2025 | March 05, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ACADIA REALTY TRUST
Report date January 05, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 36,684 |
Reported balance
After 2026-01-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-05 · Grant · Acquired 36,684 · Balance 36,684 F1: 1. Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2: This grant was awarded in connection with Mr. Buell joining the Company on January 5, 2026. These LTIP Units shall vest on January 6, 2031. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units.
F2: This grant was awarded in connection with Mr. Buell joining the Company on January 5, 2026. These LTIP Units shall vest on January 6, 2031.
KITE REALTY GROUP TRUST
Report date March 03, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 74,058 |
Reported balance
After 2025-03-03 transaction · row 1
1 source rowRow 1 · 2025-03-03 · Grant · Acquired 14,015 · Balance 74,058 F1: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 05, 2026 Filed Jan 6, 2026 21:18 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLTIP Units · Derivative | 36,684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004481 · ownership.xml · derivative · entry 1 Buell David · CIK 0001724339 · SVP, Chief Accounting Officer. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,684 Underlying: Common Shares of Beneficial Interest · 36,684 shares Expires not disclosed F1 · security: 1. Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2 · derivative.exercise_date: This grant was awarded in connection with Mr. Buell joining the Company on January 5, 2026. These LTIP Units shall vest on January 6, 2031. F2 · derivative.expiration_date: This grant was awarded in connection with Mr. Buell joining the Company on January 5, 2026. These LTIP Units shall vest on January 6, 2031. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:13 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 14,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-25-000023 · wk-form4_1741212832.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,058 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:47 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 2,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-23-000026 · wf-form4_167788000101815.xml · nonDerivative · entry 2 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,501 F2 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:47 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 13,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-23-000026 · wf-form4_167788000101815.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,266 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 2,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-22-000027 · wf-form4_164634393668971.xml · nonDerivative · entry 2 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,209 F2 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 10,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-22-000027 · wf-form4_164634393668971.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,704 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:27 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,794 | $19.17 | $34,390.98 |
DisclosureSEC source: 0001286043-21-000037 · wf-form4_161480682421382.xml · nonDerivative · entry 2 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,515 F2 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:27 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 7,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-21-000037 · wf-form4_161480682421382.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,309 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 17:14 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 7,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-20-000053 · wf-form4_158327363070451.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,485 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 16:41 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 649 | $15.47 | $10,040.03 |
DisclosureSEC source: 0001286043-19-000026 · wf-form4_155173568345400.xml · nonDerivative · entry 2 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,365 F2 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 16:41 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 5,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-19-000026 · wf-form4_155173568345400.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,014 F1 · shares: Represents an award of restricted shares which will vest over 3 years as follows: 1/3 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 16:58 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 437 | $15.47 | $6,760.39 |
DisclosureSEC source: 0001286043-18-000034 · wf-form4_152028708606915.xml · nonDerivative · entry 2 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,932 F2 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:58 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 4,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-18-000034 · wf-form4_152028708606915.xml · nonDerivative · entry 1 Buell David · CIK 0001724339 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,369 F1 · shares: Represents an award of restricted shares which will vest over 5 years as follows: 1/5 of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.