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Kite Realty

312 hedge funds and large institutions have $4.81B invested in Kite Realty in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,233% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $33K

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

40% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 90

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $3.7B → $4.81B (+$1.11B)

8% more funds holding

Funds holding: 289312 (+23)

0.71% more ownership

Funds ownership: 98%98.71% (+0.71%)

Holders
312
Holders Change
+23
Holders Change %
+7.96%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
126
Reduced
90
Closed
22
Calls
$1.1M
Puts
$33K
Net Calls
+$1.07M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$676M +$643K +31,539 +0.1%
BlackRock
2
BlackRock
New York
$647M +$21.5M +1,053,209 +4%
AWA
3
Arete Wealth Advisors
Illinois
$323M +$53.4K +2,620 +21%
JP Morgan Chase
4
JP Morgan Chase
New York
$305M -$107M -5,257,043 -27%
State Street
5
State Street
Massachusetts
$283M +$7.42M +364,088 +3%
Macquarie Group
6
Macquarie Group
Australia
$196M -$7.38M -361,870 -4%
Cohen & Steers
7
Cohen & Steers
New York
$146M -$5.09M -249,467 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$140M -$4.57M -224,022 -3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$121M -$10.1M -497,199 -8%
DLG
10
Daniel L. Goodwin
$108M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$94.5M +$2.55M +125,284 +3%
HRES
12
Heitman Real Estate Securities
Illinois
$93M +$26.3M +1,289,035 +41%
American Century Companies
13
American Century Companies
Missouri
$82.2M -$18.6M -910,596 -19%
Northern Trust
14
Northern Trust
Illinois
$72.8M +$622K +30,520 +0.9%
Charles Schwab
15
Charles Schwab
California
$65.2M -$1.51M -74,260 -2%
N
16
Nuveen
North Carolina
$63.6M -$3.65M -179,055 -6%
BC
17
Brookfield Corp
Ontario, Canada
$54.9M -$2.28M -111,654 -4%
Morgan Stanley
18
Morgan Stanley
New York
$53.4M +$218K +10,680 +0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$52.8M -$5.63M -276,204 -10%
Prudential Financial
20
Prudential Financial
New Jersey
$51.6M +$4.61M +225,967 +10%
Bank of America
21
Bank of America
North Carolina
$50M +$9.57M +469,204 +25%
WCP
22
Waterfront Capital Partners
New York
$49.9M +$20.5M +1,003,363 +73%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$44.6M -$1.62M -79,551 -4%
Norges Bank
24
Norges Bank
Norway
$44.2M +$2.39M +117,151 +6%
Ameriprise
25
Ameriprise
Minnesota
$43.3M +$29.9M +1,464,351 +248%

KRG Hedge Fund Activity: Q4 2022 in Review

312 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2022, worth a combined $4.81B — up 30% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KRG positions and 22 closed out — a net gain of 26 holders — while 126 added to existing stakes and 90 trimmed.

The largest buyer was Ameriprise, adding an estimated $29.9M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 312 institutional investors held Kite Realty (KRG) as of Q4 2022, up from 289 in Q3 2022.
  • Funds reported $4.81B of Kite Realty stock for Q4 2022, up 30% quarter-over-quarter.
  • 48 funds opened new Kite Realty positions in Q4 2022 and 22 closed out, a net change of +26 holders.
  • The largest Kite Realty buyer in Q4 2022 was Ameriprise, an estimated $29.9M added.
  • The largest Kite Realty seller in Q4 2022 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2022.