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Kite Realty

346 hedge funds and large institutions have $4.61B invested in Kite Realty in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

8% more funds holding

Funds holding: 320346 (+26)

0% more capital invested

Capital invested by funds: $4.59B → $4.61B (+$19.4M)

5.76% less ownership

Funds ownership: 97.66%91.89% (-5.8%)

22% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 132

28% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.16M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
+26
Holders Change %
+8.13%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
55
Increased
103
Reduced
132
Closed
23
Calls
$839K
Puts
$1.16M
Net Calls
-$320K
Net Calls Change
-$579K
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
251
Sheaff Brock Investment Advisors
Indiana
$254K -$11.4K -533 -5%
BP
252
Ballentine Partners
Massachusetts
$244K -$1.69K -79 -0.7%
CIS
253
Custom Index Systems
New York
$244K +$228K +10,660 New
NB
254
Norinchukin Bank
Japan
$241K -$9.14K -428 -4%
XT
255
XTX Topco
Cayman Islands
$234K +$219K +10,247 New
ARG
256
Advisory Resource Group
Oklahoma
$232K
DBRC
257
D.B. Root & Company
Pennsylvania
$226K
LCM
258
Landscape Capital Management
New Jersey
$219K +$205K +9,579 New
WVP
259
Worth Venture Partners
New Jersey
$217K +$203K +9,500 New
SCM
260
Shelton Capital Management
Colorado
$216K -$15.5K -727 -7%
UOC
261
UBS O'Connor
Illinois
$208K +$194K +9,102 New
PI
262
PEAK6 Investments
Illinois
$202K +$189K +8,846 New
EI
263
Ethic Inc
New York
$202K +$189K +8,837 New
Bessemer Group
264
Bessemer Group
New Jersey
$197K
GWM
265
Geneos Wealth Management
Colorado
$185K +$2.86K +134 +2%
VF
266
VitalStone Financial
Texas
$177K
RG
267
Retirement Group
California
$136K +$9.35K +438 +8%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$131K -$28.1K -1,317 -19%
HFM
269
Harvest Fund Management
China
$126K
Lazard Asset Management
270
Lazard Asset Management
New York
$114K +$747 +35 +0.7%
Simplex Trading
271
Simplex Trading
Illinois
$107K +$58.1K +2,721 +138%
CAM
272
Creekmur Asset Management
Illinois
$107K +$99.5K +4,661 New
SWA
273
SOA Wealth Advisors
New York
$105K +$1K +47 +1%
QCG
274
Quadrant Capital Group
Ohio
$95.1K -$2.48K -116 -3%
AF
275
Allworth Financial
California
$79.7K +$235 +11 +0.3%

KRG Hedge Fund Activity: Q4 2023 in Review

346 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2023, worth a combined $4.61B — up 0.42% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new KRG positions and 23 closed out — a net gain of 32 holders — while 103 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.4M. The largest seller was JP Morgan Chase, cutting an estimated $101M.

  • 346 institutional investors held Kite Realty (KRG) as of Q4 2023, up from 320 in Q3 2023.
  • Funds reported $4.61B of Kite Realty stock for Q4 2023, up 0.42% quarter-over-quarter.
  • 55 funds opened new Kite Realty positions in Q4 2023 and 23 closed out, a net change of +32 holders.
  • The largest Kite Realty buyer in Q4 2023 was Morgan Stanley, an estimated $46.4M added.
  • The largest Kite Realty seller in Q4 2023 was JP Morgan Chase, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2023.