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Kite Realty

351 hedge funds and large institutions have $5.29B invested in Kite Realty in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $4.44B → $5.29B (+$850M)

2% more funds holding

Funds holding: 343351 (+8)

4% more call options, than puts

Call options by funds: $629K | Put options by funds: $602K

0.42% more ownership

Funds ownership: 90.44%90.85% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 127

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
123
Reduced
127
Closed
30
Calls
$629K
Puts
$602K
Net Calls
+$27K
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$579K +$40.6K +1,634 +8%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$572K +$3.65K +147 +0.7%
BPA
203
Beacon Pointe Advisors
California
$547K -$620 -25 -0.1%
VI
204
Versor Investments
New York
$537K +$501K +20,200 New
GCM
205
Greenland Capital Management
New York
$531K -$3.23M -130,000 -87%
SC
206
SouthState Corp
Florida
$528K -$37.2K -1,500 -7%
MAM
207
Martingale Asset Management
Massachusetts
$516K +$149K +6,000 +45%
VPIM
208
Vanguard Personalized Indexing Management
California
$509K +$22.5K +906 +5%
II
209
Inspire Investing
Idaho
$497K +$71.7K +2,889 +18%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$477K -$17.7K -712 -4%
IWM
211
IHT Wealth Management
Illinois
$475K +$48.5K +1,954 +12%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$467K +$27.6K +1,114 +7%
MCM
213
MAI Capital Management
Ohio
$460K
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$459K -$1.5M -60,481 -78%
SAM
215
Securian Asset Management
Minnesota
$454K -$10.8K -435 -2%
SC
216
Sapient Capital
Indiana
$415K
CGH
217
Crossmark Global Holdings
Texas
$412K
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$402K -$17.1K -688 -4%
VU
219
Vanderbilt University
Tennessee
$400K -$3.72K -150 -1%
USAA
220
United Services Automobile Association
Texas
$384K -$82.6K -3,328 -19%
KeyBank National Association
221
KeyBank National Association
Ohio
$381K +$1.59K +64 +0.4%
WCG
222
Weaver Consulting Group
California
$380K
AWA
223
Arete Wealth Advisors
Illinois
$377K -$6.55K -264 -2%
VCA
224
Verdence Capital Advisors
Maryland
$369K -$27.4K -1,104 -7%
BC
225
Bridgefront Capital
Texas
$366K +$342K +13,765 New

KRG Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2024, worth a combined $5.29B — up 19% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new KRG positions and 30 closed out — a net gain of 11 holders — while 123 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $41.7M. The largest seller was Prudential Financial, cutting an estimated $46.4M.

  • 351 institutional investors held Kite Realty (KRG) as of Q3 2024, up from 343 in Q2 2024.
  • Funds reported $5.29B of Kite Realty stock for Q3 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Kite Realty positions in Q3 2024 and 30 closed out, a net change of +11 holders.
  • The largest Kite Realty buyer in Q3 2024 was Invesco, an estimated $41.7M added.
  • The largest Kite Realty seller in Q3 2024 was Prudential Financial, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.