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Kite Realty

315 hedge funds and large institutions have $4.57B invested in Kite Realty in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $666K | Put options by funds: $182K

7% more capital invested

Capital invested by funds: $4.29B → $4.57B (+$286M)

4.85% more ownership

Funds ownership: 90.45%95.3% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 102

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 318315 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
40
Increased
111
Reduced
102
Closed
40
Calls
$666K
Puts
$182K
Net Calls
+$484K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M +$8.25M +378,764 +1%
BlackRock
2
BlackRock
New York
$674M -$20.6M -943,899 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$358M +$142M +6,500,929 +71%
State Street
4
State Street
Massachusetts
$301M +$37.6M +1,726,009 +15%
Deutsche Bank
5
Deutsche Bank
Germany
$164M +$5.72M +262,574 +4%
Cohen & Steers
6
Cohen & Steers
New York
$163M +$83M +3,808,847 +114%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$146M -$9.23M -423,579 -6%
DLG
8
Daniel L. Goodwin
$117M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$100M -$7.92M -363,496 -8%
N
10
Nuveen
North Carolina
$89.4M +$29.2M +1,341,355 +49%
American Century Companies
11
American Century Companies
Missouri
$87M +$4.71M +216,464 +6%
Northern Trust
12
Northern Trust
Illinois
$82.3M -$2.99M -137,331 -4%
Charles Schwab
13
Charles Schwab
California
$76.6M -$972K -44,637 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$75.6M -$859K -39,434 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$64.7M -$2.73M -125,240 -4%
Morgan Stanley
16
Morgan Stanley
New York
$57.8M -$2.08M -95,530 -4%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$53.3M -$607K -27,872 -1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$49.4M +$4.85M +222,798 +11%
Prudential Financial
19
Prudential Financial
New Jersey
$47.8M +$20.6M +944,981 +82%
Norges Bank
20
Norges Bank
Norway
$46.2M -$2.99M -137,462 -6%
Millennium Management
21
Millennium Management
New York
$38.5M +$9.31M +427,698 +34%
UIC
22
Uniplan Investment Counsel
Wisconsin
$38.3M +$915K +42,023 +3%
Bank of America
23
Bank of America
North Carolina
$35.2M -$1.35M -61,988 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$34.5M -$1.14M -52,479 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$29M +$13.5M +619,156 +95%

KRG Hedge Fund Activity: Q1 2022 in Review

315 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2022, worth a combined $4.57B — up 6.7% from $4.29B a quarter earlier.

Fund positioning in KRG was balanced in Q1 2022: 40 funds opened new positions, 40 closed out, 111 added to existing stakes and 102 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $142M. The largest seller was Centersquare Investment Management, cutting an estimated $37M.

  • 315 institutional investors held Kite Realty (KRG) as of Q1 2022, down from 318 in Q4 2021.
  • Funds reported $4.57B of Kite Realty stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 40 funds opened new Kite Realty positions in Q1 2022 and 40 closed out, a net change of 0 holders.
  • The largest Kite Realty buyer in Q1 2022 was JP Morgan Chase, an estimated $142M added.
  • The largest Kite Realty seller in Q1 2022 was Centersquare Investment Management, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2022.