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Kite Realty

308 hedge funds and large institutions have $4.81B invested in Kite Realty in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $344K | Put options by funds: $105K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $4.39B → $4.81B (+$421M)

3% more funds holding

Funds holding: 300308 (+8)

2.46% more ownership

Funds ownership: 95.79%98.24% (+2.5%)

1% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 110

Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
111
Reduced
110
Closed
19
Calls
$344K
Puts
$105K
Net Calls
+$239K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$43.9M -$7.75M -375,880 -16%
UIC
27
Uniplan Investment Counsel
Wisconsin
$42.5M -$1.65M -79,878 -4%
Legal & General Group
28
Legal & General Group
United Kingdom
$37.6M +$677K +32,829 +2%
HRES
29
Heitman Real Estate Securities
Illinois
$34.1M +$45K +2,183 +0.1%
AllianceBernstein
30
AllianceBernstein
Tennessee
$32.8M -$1.04M -50,271 -3%
GA
31
GRS Advisors
Illinois
$29.3M -$1.39M -67,225 -5%
KCM
32
Kennedy Capital Management
Missouri
$26.9M +$2.61M +126,815 +12%
Millennium Management
33
Millennium Management
New York
$25.5M -$2.78M -134,966 -11%
ClearBridge Investments
34
ClearBridge Investments
New York
$25.5M +$146K +7,087 +0.6%
UBS AM
35
UBS AM
Illinois
$23.9M
HS
36
Hazelview Securities
Ontario, Canada
$23.7M +$21.5M +1,041,464 New
SO
37
STRS Ohio
Ohio
$22.5M +$2.03M +98,513 +11%
Principal Financial Group
38
Principal Financial Group
Iowa
$18.6M -$819K -39,721 -5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$18.3M -$2.23M -108,238 -12%
LSV Asset Management
40
LSV Asset Management
Illinois
$16.2M +$902K +43,780 +6%
FWIA
41
Fort Washington Investment Advisors
Ohio
$16.2M -$2.01M -97,330 -12%
Invesco
42
Invesco
Georgia
$13.8M +$58.6K +2,843 +0.5%
Barclays
43
Barclays
United Kingdom
$13.6M +$644K +31,253 +5%
CIP
44
Chartwell Investment Partners
Pennsylvania
$12.4M -$231K -11,223 -2%
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$12M -$10.9M -530,299 -50%
TIM
46
Thornburg Investment Management
New Mexico
$11.7M -$198K -9,596 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$10.8M +$2.16M +105,015 +28%
ZCM
48
Ziegler Capital Management
Illinois
$10.8M +$113K +5,472 +1%
EAM
49
Eagle Asset Management
Florida
$10.7M -$1.26M -60,994 -11%
Swiss National Bank
50
Swiss National Bank
Switzerland
$10.7M +$94.8K +4,600 +1%

KRG Hedge Fund Activity: Q2 2023 in Review

308 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2023, worth a combined $4.81B — up 9.6% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KRG positions and 19 closed out — a net gain of 8 holders — while 111 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $86.2M. The largest seller was Prudential Financial, cutting an estimated $37.9M.

  • 308 institutional investors held Kite Realty (KRG) as of Q2 2023, up from 300 in Q1 2023.
  • Funds reported $4.81B of Kite Realty stock for Q2 2023, up 9.6% quarter-over-quarter.
  • 27 funds opened new Kite Realty positions in Q2 2023 and 19 closed out, a net change of +8 holders.
  • The largest Kite Realty buyer in Q2 2023 was JP Morgan Chase, an estimated $86.2M added.
  • The largest Kite Realty seller in Q2 2023 was Prudential Financial, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2023.