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Kite Realty

343 hedge funds and large institutions have $4.44B invested in Kite Realty in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

21% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 112

1% more funds holding

Funds holding: 339343 (+4)

3% more capital invested

Capital invested by funds: $4.32B → $4.44B (+$123M)

0.4% less ownership

Funds ownership: 90.83%90.44% (-0.4%)

31% less call options, than puts

Call options by funds: $863K | Put options by funds: $1.25M

Holders
343
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
136
Reduced
112
Closed
33
Calls
$863K
Puts
$1.25M
Net Calls
-$383K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$26.4M -$17.5M -822,117 -41%
Goldman Sachs
27
Goldman Sachs
New York
$24.7M -$6.46M -303,334 -22%
KCM
28
Kennedy Capital Management
Missouri
$24.4M +$1.11M +52,115 +5%
LSV Asset Management
29
LSV Asset Management
Illinois
$24M +$3.12M +146,300 +16%
SO
30
STRS Ohio
Ohio
$23.9M +$1.27M +59,400 +6%
LBIM
31
Land & Buildings Investment Management
Connecticut
$22.3M +$21.2M +995,400 New
Principal Financial Group
32
Principal Financial Group
Iowa
$19.5M -$1.63M -76,322 -8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$18.3M +$98.2K +4,608 +0.6%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$18.2M +$2.82M +132,216 +19%
BC
35
Brookfield Corp
Ontario, Canada
$17.9M -$6.79M -318,616 -28%
ClearBridge Investments
36
ClearBridge Investments
New York
$17.9M -$336K -15,765 -2%
AAMU
37
APG Asset Management US
New York
$16.7M +$16M +750,000 New
LIP
38
Lighthouse Investment Partners
Florida
$16.4M +$9.59M +450,000 +158%
Barclays
39
Barclays
United Kingdom
$16.4M -$3.69M -172,979 -19%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$16.2M -$33.6M -1,579,235 -69%
SFM
41
Systematic Financial Management
New Jersey
$15.4M +$3.72M +174,797 +34%
Verition Fund Management
42
Verition Fund Management
Connecticut
$15.2M +$1.97M +92,575 +16%
FWIA
43
Fort Washington Investment Advisors
Ohio
$15M +$437K +20,510 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$13.9M +$5.96M +279,744 +82%
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.8M +$3.5M +164,395 +36%
HS
46
Hazelview Securities
Ontario, Canada
$12.5M +$3.56M +166,900 +42%
AllianceBernstein
47
AllianceBernstein
Tennessee
$12M +$142K +6,663 +1%
Invesco
48
Invesco
Georgia
$11.2M -$194K -9,105 -2%
HRES
49
Heitman Real Estate Securities
Illinois
$11.1M -$31M -1,456,104 -75%
FMI
50
F/M Investments
District of Columbia
$10.2M +$9.68M +454,175 New

KRG Hedge Fund Activity: Q2 2024 in Review

343 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2024, worth a combined $4.44B — up 2.9% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KRG positions and 33 closed out — a net gain of 9 holders — while 136 added to existing stakes and 112 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $33.6M.

  • 343 institutional investors held Kite Realty (KRG) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $4.44B of Kite Realty stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 42 funds opened new Kite Realty positions in Q2 2024 and 33 closed out, a net change of +9 holders.
  • The largest Kite Realty buyer in Q2 2024 was Cohen & Steers, an estimated $44.6M added.
  • The largest Kite Realty seller in Q2 2024 was Balyasny Asset Management, an estimated $33.6M sold.

Based on aggregated 13F filings for Q2 2024.