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Kite Realty

298 hedge funds and large institutions have $3.59B invested in Kite Realty in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 95.3%94.97% (-0.32%)

5% less funds holding

Funds holding: 315298 (-17)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

21% less capital invested

Capital invested by funds: $4.57B → $3.59B (-$977M)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
298
Holders Change
-17
Holders Change %
-5.4%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
96
Reduced
117
Closed
36
Calls
$207K
Puts
Net Calls
+$207K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$559M -$8.48M -410,638 -1%
BlackRock
2
BlackRock
New York
$515M +$3.49M +169,126 +0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$308M +$43.5M +2,107,502 +13%
State Street
4
State Street
Massachusetts
$227M -$1.88M -90,925 -0.7%
Macquarie Group
5
Macquarie Group
Australia
$155M +$26.4M +1,275,585 +17%
Cohen & Steers
6
Cohen & Steers
New York
$122M -$1.53M -74,060 -1%
Deutsche Bank
7
Deutsche Bank
Germany
$115M -$11.8M -570,727 -8%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$103M -$9.59M -464,209 -7%
DLG
9
Daniel L. Goodwin
$88.8M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$75.1M -$1.36M -65,806 -1%
N
11
Nuveen
North Carolina
$62.9M -$8.85M -428,329 -11%
American Century Companies
12
American Century Companies
Missouri
$61.8M -$5.06M -244,790 -6%
Northern Trust
13
Northern Trust
Illinois
$60.7M -$2.13M -103,171 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$56.9M -$533K -25,779 -0.8%
Charles Schwab
15
Charles Schwab
California
$55.4M -$3.23M -156,316 -5%
BC
16
Brookfield Corp
Ontario, Canada
$52.1M +$62.3M +3,013,350 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47.1M -$2.44M -117,885 -4%
Morgan Stanley
18
Morgan Stanley
New York
$45.5M +$1.9M +92,098 +4%
Prudential Financial
19
Prudential Financial
New Jersey
$42.2M +$7.02M +339,776 +16%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$39.2M -$1.53M -74,080 -3%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$36M -$1.96M -94,700 -4%
Norges Bank
22
Norges Bank
Norway
$34.6M -$534K -25,849 -1%
UIC
23
Uniplan Investment Counsel
Wisconsin
$30.2M +$1.28M +61,811 +4%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$27.1M +$11.7M +565,097 +56%
Legal & General Group
25
Legal & General Group
United Kingdom
$27.1M +$1,000K +48,392 +3%

KRG Hedge Fund Activity: Q2 2022 in Review

298 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2022, worth a combined $3.59B — down 21% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KRG and 28 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 96 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $62.3M. The largest seller was Deutsche Bank, cutting an estimated $11.8M.

  • 298 institutional investors held Kite Realty (KRG) as of Q2 2022, down from 315 in Q1 2022.
  • Funds reported $3.59B of Kite Realty stock for Q2 2022, down 21% quarter-over-quarter.
  • 28 funds opened new Kite Realty positions in Q2 2022 and 36 closed out, a net change of -8 holders.
  • The largest Kite Realty buyer in Q2 2022 was Brookfield Corp, an estimated $62.3M added.
  • The largest Kite Realty seller in Q2 2022 was Deutsche Bank, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2022.