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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
RGF
301
Retirement Guys Formula
Ohio
$23.1K
SWM
302
Spire Wealth Management
Virginia
$22.1K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$19K +$192 +9 +1%
IPW
304
Impact Partnership Wealth
Georgia
$18.3K
MFT
305
Moisand Fitzgerald Tamayo
Florida
$18.1K
AF
306
Advisornet Financial
Minnesota
$16.9K +$534 +25 +3%
T
307
Tidemark
California
$16K +$15K +702 New
IA
308
IFP Advisors
Florida
$15K
AGWCA
309
Annis Gardner Whiting Capital Advisors
Florida
$13.3K
GI
310
GAMMA Investing
California
$12.8K +$12.8K +599 New
HI
311
Harbour Investments
Wisconsin
$12.5K +$11.7K +548 New
WTG
312
West Tower Group
Virginia
$12.1K +$3.27K +153 +40%
EWA
313
EverSource Wealth Advisors
Alabama
$12K +$1.05K +49 +10%
FGAM
314
Financial Gravity Asset Management
Texas
$11.4K +$10.6K +497 New
PTC
315
Private Trust Company
Ohio
$11.2K -$1.58K -74 -13%
Allspring Global Investments
316
Allspring Global Investments
North Carolina
$11.1K -$255K -11,963 -96%
FFA
317
Farther Finance Advisors
California
$10.2K +$2.03K +95 +27%
SIS
318
Sound Income Strategies
Florida
$8.62K
LFG
319
Larson Financial Group
Missouri
$7.91K +$7.39K +346 New
WT
320
Whittier Trust
California
$7.73K
ME
321
McIlrath & Eck
Washington
$7.41K
TPCW
322
TD Private Client Wealth
New York
$6.81K -$10.6K -497 -63%
PS
323
Principal Securities
Iowa
$6.31K +$5.89K +276 New
CAL
324
Capital Advisors Ltd
Ohio
$6K
HB
325
Horizon Bancorp
Indiana
$6K

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.