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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
PMFA
276
Plante Moran Financial Advisors
Michigan
$27.5K
SN
277
Sittner & Nelson
Oregon
$23.9K
C
278
Covestor
United Kingdom
$23K -$476 -21 -2%
RGF
279
Retirement Guys Formula
Ohio
$22.3K +$6.57K +290 +2%
SWM
280
Spire Wealth Management
Virginia
$22K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$17.6K -$4.05K -179 -18%
IPW
282
Impact Partnership Wealth
Georgia
$17.2K +$18.2K +802 New
TPCW
283
TD Private Client Wealth
New York
$17K -$34.9K -1,542 -66%
MFT
284
Moisand Fitzgerald Tamayo
Florida
$16.9K
NC
285
NewSquare Capital
Pennsylvania
$16.1K
AF
286
Advisornet Financial
Minnesota
$15.3K
IA
287
IFP Advisors
Florida
$14K
AGWCA
288
Annis Gardner Whiting Capital Advisors
Florida
$12.5K +$13.2K +583 New
PTC
289
Private Trust Company
Ohio
$12K
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$12K -$136 -6 -1%
SCA
291
Stonebridge Capital Advisors
Minnesota
$11.4K
EWA
292
EverSource Wealth Advisors
Alabama
$10.2K
WAM
293
Wolverine Asset Management
Illinois
$10.1K +$10.7K +473 New
NICM
294
Neo Ivy Capital Management
New York
$10K +$10.2K +452 New
WTG
295
West Tower Group
Virginia
$8.1K -$1.88K -83 -18%
SIS
296
Sound Income Strategies
Florida
$8.07K
FFA
297
Farther Finance Advisors
California
$7.56K +$340 +15 +4%
WIM
298
Westside Investment Management
California
$7.46K
WT
299
Whittier Trust
California
$7.24K
ME
300
McIlrath & Eck
Washington
$6.94K

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.