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Kite Realty

320 hedge funds and large institutions have $4.59B invested in Kite Realty in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,475% more call options, than puts

Call options by funds: $263K | Put options by funds: $4K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

4% more funds holding

Funds holding: 308320 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.59% less ownership

Funds ownership: 98.24%97.66% (-0.59%)

5% less capital invested

Capital invested by funds: $4.81B → $4.59B (-$224M)

5% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 117

Holders
320
Holders Change
+12
Holders Change %
+3.9%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
111
Reduced
117
Closed
17
Calls
$263K
Puts
$4K
Net Calls
+$259K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$129K -$143K -6,303 -51%
CFGS
252
Concourse Financial Group Securities
Alabama
$126K -$20.5K -907 -13%
HFM
253
Harvest Fund Management
China
$118K
RG
254
Retirement Group
California
$118K
Lazard Asset Management
255
Lazard Asset Management
New York
$106K +$14.4K +634 +15%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$101K -$8.76K -387 -8%
SWA
257
SOA Wealth Advisors
New York
$97.2K +$928 +41 +0.9%
QCG
258
Quadrant Capital Group
Ohio
$91.5K +$2.29K +101 +2%
AF
259
Allworth Financial
California
$74.4K +$249 +11 +0.3%
TFGT
260
TS Financial Group (TSFG)
Illinois
$73K
PA
261
Parallel Advisors
California
$72K +$6.79K +300 +10%
KBC Group
262
KBC Group
Belgium
$71K +$74.7K +3,301 New
CAL
263
Capital Analysts LLC
Pennsylvania
$68K +$498 +22 +0.7%
CMBA
264
C.M. Bidwell & Associates
Hawaii
$67.9K +$1.7K +75 +2%
AWM
265
Abound Wealth Management
Tennessee
$58.9K
NA
266
NewEdge Advisors
Louisiana
$55.7K
TWM
267
Tradition Wealth Management
Minnesota
$53K
LC
268
Lindbrook Capital
California
$52.1K
HNB
269
Huntington National Bank
Ohio
$47.3K -$3.46K -153 -6%
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$45K -$22.3K -986 -32%
Simplex Trading
271
Simplex Trading
Illinois
$42K -$9.67K -427 -18%
BTI
272
Blue Trust Inc
Georgia
$39K +$6.57K +290 +19%
CTC
273
Central Trust Company
Missouri
$35.9K
FCMT
274
Founders Capital Management (Texas)
Texas
$34.3K
CMP
275
Coston McIsaac & Partners
Maine
$32K

KRG Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2023, worth a combined $4.59B — down 4.6% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KRG positions and 17 closed out — a net gain of 13 holders — while 111 added to existing stakes and 117 trimmed.

The largest buyer was Heitman Real Estate Securities, adding an estimated $17.3M. The largest seller was Cohen & Steers, cutting an estimated $39.7M.

  • 320 institutional investors held Kite Realty (KRG) as of Q3 2023, up from 308 in Q2 2023.
  • Funds reported $4.59B of Kite Realty stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 30 funds opened new Kite Realty positions in Q3 2023 and 17 closed out, a net change of +13 holders.
  • The largest Kite Realty buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $17.3M added.
  • The largest Kite Realty seller in Q3 2023 was Cohen & Steers, an estimated $39.7M sold.

Based on aggregated 13F filings for Q3 2023.