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Kite Realty

318 hedge funds and large institutions have $4.29B invested in Kite Realty in 2021 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 147 increasing their positions, 27 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $235K

444% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 27

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

361% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 28

140% more capital invested

Capital invested by funds: $1.78B → $4.29B (+$2.5B)

47% more funds holding

Funds holding: 217318 (+101)

13.16% less ownership

Funds ownership: 103.61%90.45% (-13%)

Holders
318
Holders Change
+101
Holders Change %
+46.54%
% of All Funds
4.89%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
129
Increased
147
Reduced
27
Closed
28
Calls
$2.69M
Puts
$235K
Net Calls
+$2.46M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$17K +$15.3K +713 +1,371%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.3K +762 New
PI
278
PEAK6 Investments
Illinois
$17K +$16.7K +779 New
AF
279
Advisornet Financial
Minnesota
$16K +$15.3K +715 New
FPS
280
Fieldpoint Private Securities
Connecticut
$15K +$10.5K +493 +259%
STCOSD
281
Sageworth Trust Company of South Dakota
South Dakota
$15K +$14.5K +677 New
CA
282
Cornerstone Advisory
Maryland
$14K +$13.3K +623 New
TFS
283
TrustCore Financial Services
Tennessee
$13K +$13K +607 New
SCA
284
Stonebridge Capital Advisors
Minnesota
$12K
FFA
285
Freedman Financial Associates
Massachusetts
$12K +$11.5K +538 New
VRS
286
Virginia Retirement Systems
Virginia
$11.8K +$6.81M +318,334 +143%
TSWM
287
Tyler-Stone Wealth Management
Ohio
$11K +$10.4K +487 New
TWA
288
TCI Wealth Advisors
Arizona
$10K +$5.86K +274 +133%
EW
289
Evoke Wealth
California
$9K +$4.37K +204 +93%
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.7K -$324K -15,152 -4%
APA
291
American Portfolios Advisors
New York
$7.28K +$7.15K +334 New
FCA
292
FinTrust Capital Advisors
South Carolina
$7K
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$7K
PCG
294
Private Capital Group
Connecticut
$7K +$4.73K +221 +215%
IA
295
IFP Advisors
Florida
$7K +$6.05K +283 New
DHGWA
296
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$6.65K +311 New
MAM
297
Meeder Asset Management
Ohio
$6K +$2.31K +108 +60%
BIA
298
Bell Investment Advisors
California
$6K +$5.58K +261 New
SIS
299
Sound Income Strategies
Florida
$5K +$3.49K +163 +320%
ST
300
Sageworth Trust
Pennsylvania
$4K -$2.89K -135 -40%

KRG Hedge Fund Activity: Q4 2021 in Review

318 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2021, worth a combined $4.29B — up 140% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new KRG positions and 28 closed out — a net gain of 101 holders — while 147 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $403M. The largest seller was AEW Capital Management, exiting entirely with an estimated $21.6M sold.

  • 318 institutional investors held Kite Realty (KRG) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $4.29B of Kite Realty stock for Q4 2021, up 140% quarter-over-quarter.
  • 129 funds opened new Kite Realty positions in Q4 2021 and 28 closed out, a net change of +101 holders.
  • The largest Kite Realty buyer in Q4 2021 was Vanguard Group, an estimated $403M added.
  • The largest Kite Realty seller in Q4 2021 was AEW Capital Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2021.