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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
HB
301
Horizon Bancorp
Indiana
$6K -$4.55K -201 -43%
CAL
302
Capital Advisors Ltd
Ohio
$6K
BIA
303
Bell Investment Advisors
California
$4.58K
KFI
304
Key Financial Inc
Pennsylvania
$4.33K
SFCL
305
Strengthening Families & Communities LLC
Massachusetts
$4K +$45 +2 +1%
GRP
306
Global Retirement Partners
California
$3.78K +$838 +37 +25%
GIA
307
GHP Investment Advisors
Colorado
$3.68K
VCM
308
Versant Capital Management
Arizona
$3.64K
CWP
309
Concord Wealth Partners
Virginia
$2.44K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.04K
SFG
311
Steward Financial Group
Texas
$2K +$2.63K +116 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1.99K
RFG
313
RFP Financial Group
Georgia
$1.74K
FCA
314
FinTrust Capital Advisors
South Carolina
$1.63K -$589 -26 -25%
UB
315
UMB Bank
Missouri
$1.37K
EARNEST Partners
316
EARNEST Partners
Georgia
$1.11K
HI
317
Horizon Investments
North Carolina
$529 +$45 +2 +9%
GWS
318
Glassman Wealth Services
Virginia
$450
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$129
ECM
320
ExodusPoint Capital Management
New York
-$6.99M -312,930 Closed
MWM
321
Moran Wealth Management
Florida
-$2.42M -108,220 Closed
HF
322
HRT Financial
New York
-$1.75M -78,249 Closed
VI
323
Vestcor Inc
New Brunswick, Canada
-$1.23M -54,909 Closed
VIA
324
Vident Investment Advisory
Georgia
-$911K -40,771 Closed
YIH
325
Y-Intercept (HK)
Hong Kong
-$438K -19,612 Closed

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.