We are live on ! Find out more
KRG icon

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
UIC
26
Uniplan Investment Counsel
Wisconsin
$41.8M +$575K +25,387 +1%
AllianceBernstein
27
AllianceBernstein
Tennessee
$38.3M +$7.23M +319,142 +22%
Goldman Sachs
28
Goldman Sachs
New York
$38.2M -$6.97M -307,626 -15%
Legal & General Group
29
Legal & General Group
United Kingdom
$35.6M -$420K -18,534 -1%
Millennium Management
30
Millennium Management
New York
$26.2M +$1.77M +78,174 +7%
WCP
31
Waterfront Capital Partners
New York
$26.1M -$20.9M -921,368 -43%
KCM
32
Kennedy Capital Management
Missouri
$26M +$260K +11,477 +1%
UBS AM
33
UBS AM
Illinois
$25.2M +$773K +34,122 +3%
HS
34
Hazelview Securities
Ontario, Canada
$25.2M +$3.66M +161,650 +16%
GA
35
GRS Advisors
Illinois
$22M -$6.5M -286,989 -22%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.6M +$9.62M +424,969 +79%
ClearBridge Investments
37
ClearBridge Investments
New York
$19.5M -$5.21M -230,122 -20%
Principal Financial Group
38
Principal Financial Group
Iowa
$17.7M -$143K -6,307 -0.8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$17.4M -$78.1K -3,449 -0.4%
Walleye Capital
40
Walleye Capital
New York
$16.9M +$9.36M +413,236 +110%
SO
41
STRS Ohio
Ohio
$15.6M -$6.34M -280,000 -28%
LSV Asset Management
42
LSV Asset Management
Illinois
$14.7M -$858K -37,900 -5%
FWIA
43
Fort Washington Investment Advisors
Ohio
$14.6M -$935K -41,296 -6%
Barclays
44
Barclays
United Kingdom
$12.4M -$743K -32,809 -5%
CIP
45
Chartwell Investment Partners
Pennsylvania
$11.3M -$579K -25,586 -5%
Verition Fund Management
46
Verition Fund Management
Connecticut
$11.2M +$4.77M +210,670 +67%
Invesco
47
Invesco
Georgia
$10.8M -$2.63M -116,020 -19%
Swiss National Bank
48
Swiss National Bank
Switzerland
$10.3M +$104K +4,600 +1%
ZCM
49
Ziegler Capital Management
Illinois
$10.3M -$12.5K -550 -0.1%
GC
50
Guggenheim Capital
Illinois
$10.2M +$591K +26,103 +6%

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.