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Kite Realty

205 hedge funds and large institutions have $1.8B invested in Kite Realty in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

33% more call options, than puts

Call options by funds: $512K | Put options by funds: $385K

14% more capital invested

Capital invested by funds: $1.58B → $1.8B (+$215M)

5% more funds holding

Funds holding: 195205 (+10)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.88% less ownership

Funds ownership: 97.44%96.55% (-0.88%)

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
70
Reduced
65
Closed
17
Calls
$512K
Puts
$385K
Net Calls
+$127K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$331M -$5.28M -250,833 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$1.3M +61,922 +0.5%
Macquarie Group
3
Macquarie Group
Australia
$126M +$3.27M +155,338 +3%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$111M -$1.78M -84,439 -2%
State Street
5
State Street
Massachusetts
$98.7M +$1.5M +71,554 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$74.2M +$7.56M +359,335 +12%
ICOM
7
Investment Counselors of Maryland
Maryland
$57.4M +$4.23M +201,287 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$38.7M +$1.73M +82,244 +5%
Goldman Sachs
9
Goldman Sachs
New York
$38M +$15.5M +737,967 +75%
American Century Companies
10
American Century Companies
Missouri
$37.7M -$10.3M -488,744 -22%
Northern Trust
11
Northern Trust
Illinois
$30.9M -$766K -36,411 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$29.6M -$1.1M -52,158 -4%
LSV Asset Management
13
LSV Asset Management
Illinois
$28.4M -$888K -42,200 -3%
Charles Schwab
14
Charles Schwab
California
$28.2M -$40.7K -1,933 -0.2%
Bank of America
15
Bank of America
North Carolina
$27.9M +$5.91M +280,786 +28%
ACM
16
AEW Capital Management
Massachusetts
$24M +$22.9M +1,090,700 New
ClearBridge Investments
17
ClearBridge Investments
New York
$22.8M -$2.53M -120,492 -10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.7M -$594K -28,255 -3%
Norges Bank
19
Norges Bank
Norway
$19.6M +$431K +20,514 +2%
Legal & General Group
20
Legal & General Group
United Kingdom
$16.1M -$1.51M -72,011 -9%
Deutsche Bank
21
Deutsche Bank
Germany
$15.4M -$11.5M -548,778 -44%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$14.7M +$10M +477,816 +254%
Ameriprise
23
Ameriprise
Minnesota
$13.1M +$4.31M +204,782 +52%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.1M +$308K +14,636 +3%
KCM
25
Kennedy Capital Management
Missouri
$11.9M +$77.8K +3,701 +0.7%

KRG Hedge Fund Activity: Q2 2021 in Review

205 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2021, worth a combined $1.8B — up 14% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KRG positions and 17 closed out — a net gain of 11 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was AEW Capital Management, opening a new position worth an estimated $22.9M. The largest seller was Renaissance Technologies, cutting an estimated $17.5M.

  • 205 institutional investors held Kite Realty (KRG) as of Q2 2021, up from 195 in Q1 2021.
  • Funds reported $1.8B of Kite Realty stock for Q2 2021, up 14% quarter-over-quarter.
  • 28 funds opened new Kite Realty positions in Q2 2021 and 17 closed out, a net change of +11 holders.
  • The largest Kite Realty buyer in Q2 2021 was AEW Capital Management, an estimated $22.9M added.
  • The largest Kite Realty seller in Q2 2021 was Renaissance Technologies, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.