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Kite Realty

289 hedge funds and large institutions have $3.7B invested in Kite Realty in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

41,000% more call options, than puts

Call options by funds: $411K | Put options by funds: $1K

3.03% more ownership

Funds ownership: 94.97%98% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 102

3% more capital invested

Capital invested by funds: $3.59B → $3.7B (+$103M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 298289 (-9)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
289
Holders Change
-9
Holders Change %
-3.02%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
107
Reduced
102
Closed
33
Calls
$411K
Puts
$1K
Net Calls
+$410K
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M -$5.11M -266,545 -0.8%
BlackRock
2
BlackRock
New York
$511M -$2.19M -114,353 -0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$340M +$37M +1,933,068 +11%
State Street
4
State Street
Massachusetts
$225M -$1.12M -58,386 -0.4%
Macquarie Group
5
Macquarie Group
Australia
$166M +$13.6M +707,906 +8%
Cohen & Steers
6
Cohen & Steers
New York
$124M +$2.27M +118,282 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$118M +$4.22M +220,250 +3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$108M +$6.04M +315,013 +5%
DLG
9
Daniel L. Goodwin
$88.4M
American Century Companies
10
American Century Companies
Missouri
$83M +$23.8M +1,243,273 +35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$75.2M +$362K +18,879 +0.4%
Northern Trust
12
Northern Trust
Illinois
$59M -$1.61M -83,857 -2%
N
13
Nuveen
North Carolina
$55.1M -$8.44M -440,546 -12%
Charles Schwab
14
Charles Schwab
California
$54.6M -$635K -33,126 -1%
HRES
15
Heitman Real Estate Securities
Illinois
$53.9M +$59.9M +3,127,480 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$53.6M -$3.44M -179,495 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47.9M +$1.16M +60,454 +2%
BC
18
Brookfield Corp
Ontario, Canada
$46.8M -$5.65M -295,071 -10%
Morgan Stanley
19
Morgan Stanley
New York
$43.5M -$1.95M -101,678 -4%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$38.4M +$3.19M +166,729 +8%
Prudential Financial
21
Prudential Financial
New Jersey
$38.3M -$4.07M -212,659 -9%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$37.9M -$1.32M -69,063 -3%
Norges Bank
23
Norges Bank
Norway
$34.1M -$357K -18,625 -0.9%
Bank of America
24
Bank of America
North Carolina
$32.8M +$6.84M +356,812 +23%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$32.8M +$6.45M +336,555 +21%

KRG Hedge Fund Activity: Q3 2022 in Review

289 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2022, worth a combined $3.7B — up 2.9% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of KRG and 27 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 107 added.

The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $59.9M. The largest seller was Millennium Management, cutting an estimated $15.4M.

  • 289 institutional investors held Kite Realty (KRG) as of Q3 2022, down from 298 in Q2 2022.
  • Funds reported $3.7B of Kite Realty stock for Q3 2022, up 2.9% quarter-over-quarter.
  • 27 funds opened new Kite Realty positions in Q3 2022 and 33 closed out, a net change of -6 holders.
  • The largest Kite Realty buyer in Q3 2022 was Heitman Real Estate Securities, an estimated $59.9M added.
  • The largest Kite Realty seller in Q3 2022 was Millennium Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2022.