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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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$405K +$428K +18,896 New
SAM
202
Securian Asset Management
Minnesota
$398K -$21.7K -958 -5%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$395K -$616K -27,224 -60%
DFCM
204
Dark Forest Capital Management
Puerto Rico
$391K +$414K +18,264 New
FTDI
205
First Trust Direct Indexing
Massachusetts
$391K -$385 -17 -0.1%
MCM
206
Monument Capital Management
Virginia
$385K +$407K +17,985 New
SW
207
SkyOak Wealth
Michigan
$381K
MCM
208
MAI Capital Management
Ohio
$371K
USAA
209
United Services Automobile Association
Texas
$364K +$85.7K +3,787 +29%
CGH
210
Crossmark Global Holdings
Texas
$363K
HighTower Advisors
211
HighTower Advisors
Illinois
$363K +$71.5K +3,158 +23%
SSA
212
Schonfeld Strategic Advisors
New York
$349K +$369K +16,300 New
WCG
213
Weaver Consulting Group
California
$326K
VCA
214
Verdence Capital Advisors
Maryland
$313K +$13K +576 +4%
LNC
215
Lincoln National Corp
Pennsylvania
$312K +$21.4K +945 +7%
II
216
Inspire Investing
Idaho
$307K +$1.18K +52 +0.4%
SI
217
Stephens Inc
Arkansas
$306K -$32K -1,412 -9%
CC
218
Cipher Capital
New York
$298K +$315K +13,898 New
IWM
219
IHT Wealth Management
Illinois
$296K +$3.1K +137 +1%
API
220
Advisor Partners II
California
$290K +$25.4K +1,123 +9%
Voloridge Investment Management
221
Voloridge Investment Management
Florida
$290K +$306K +13,516 New
KeyBank National Association
222
KeyBank National Association
Ohio
$287K
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$282K +$298K +13,182 New
SPIA
224
Steward Partners Investment Advisory
New York
$280K +$11.5K +510 +4%
TC
225
TwinBeech Capital
New York
$279K +$295K +13,016 New

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.