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Kite Realty

204 hedge funds and large institutions have $1.82B invested in Kite Realty in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

2.92% more ownership

Funds ownership: 89.58%92.49% (+2.9%)

0% less capital invested

Capital invested by funds: $1.82B → $1.82B (-$1.95M)

5% less funds holding

Funds holding: 215204 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
83
Reduced
74
Closed
24
Calls
$721K
Puts
Net Calls
+$721K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$110K +$116K +4,622 New
FMP
177
Financial Management Professionals
Texas
$102K
Federated Hermes
178
Federated Hermes
Pennsylvania
$89K -$100K -4,000 -52%
BJ
179
BlackRock Japan
Japan
$72K -$16.4K -657 -18%
Daiwa Securities Group
180
Daiwa Securities Group
Japan
$65K -$2.5K -100 -4%
LIA
181
LS Investment Advisors
Michigan
$64K
MA
182
MCF Advisors
Kentucky
$56K
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$48K +$15.9K +638 +47%
BBHC
184
Brown Brothers Harriman & Co
New York
$45K
WA
185
WFG Advisors
Texas
$43K
CAL
186
Capital Analysts LLC
Pennsylvania
$39.1K +$2.4K +96 +6%
TFA
187
Transamerica Financial Advisors
Florida
$31K
ARMT
188
Amica Retiree Medical Trust
Rhode Island
$22K
KTC
189
Kistler-Tiffany Companies
Pennsylvania
$20K +$21.5K +859 New
N
190
Nuveen
North Carolina
$18.6K +$5.34M +213,823 +38%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$17.2K +$17.7K +710 New
HNB
192
Huntington National Bank
Ohio
$17K
HR
193
Howe & Rusling
New York
$15K -$23.9K -956 -60%
W
194
Wealthfront
California
$11K +$5.57K +223 +87%
NSIM
195
North Star Investment Management
Illinois
$8K +$375 +15 +5%
MFS
196
MSI Financial Services
Massachusetts
$7K +$2.97K +119 +76%
CFA
197
Carroll Financial Associates
North Carolina
$5K
SGAM
198
Smith Group Asset Management
Texas
$4K -$500 -20 -10%
NFG
199
Next Financial Group
Texas
$4K
SIM
200
Sonora Investment Management
Arizona
$3K +$2.8K +112 New

KRG Hedge Fund Activity: Q3 2015 in Review

204 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2015, worth a combined $1.82B — down 0.11% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KRG and 14 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 83 added.

The largest buyer was Real Estate Management Services, adding an estimated $19.7M. The largest seller was Fidelity Investments, cutting an estimated $21.6M.

  • 204 institutional investors held Kite Realty (KRG) as of Q3 2015, down from 215 in Q2 2015.
  • Funds reported $1.82B of Kite Realty stock for Q3 2015, down 0.11% quarter-over-quarter.
  • 14 funds opened new Kite Realty positions in Q3 2015 and 24 closed out, a net change of -10 holders.
  • The largest Kite Realty buyer in Q3 2015 was Real Estate Management Services, an estimated $19.7M added.
  • The largest Kite Realty seller in Q3 2015 was Fidelity Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q3 2015.