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Kite Realty

320 hedge funds and large institutions have $4.59B invested in Kite Realty in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,475% more call options, than puts

Call options by funds: $263K | Put options by funds: $4K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

4% more funds holding

Funds holding: 308320 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.59% less ownership

Funds ownership: 98.24%97.66% (-0.59%)

5% less capital invested

Capital invested by funds: $4.81B → $4.59B (-$224M)

5% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 117

Holders
320
Holders Change
+12
Holders Change %
+3.9%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
111
Reduced
117
Closed
17
Calls
$263K
Puts
$4K
Net Calls
+$259K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$708M -$8.33M -367,924 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$693M +$6.3M +278,421 +0.9%
State Street
3
State Street
Massachusetts
$286M +$679 +30 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$269M -$12.5M -550,050 -4%
Macquarie Group
5
Macquarie Group
Australia
$213M -$17.6M -777,311 -7%
Deutsche Bank
6
Deutsche Bank
Germany
$162M +$11.5M +508,102 +7%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$119M -$3.24M -143,024 -3%
Cohen & Steers
8
Cohen & Steers
New York
$111M -$39.7M -1,755,348 -25%
DLG
9
Daniel L. Goodwin
$110M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$108M +$4.42M +195,181 +4%
American Century Companies
11
American Century Companies
Missouri
$102M -$750K -33,128 -0.7%
N
12
Nuveen
North Carolina
$74.9M -$2.66M -117,663 -3%
Northern Trust
13
Northern Trust
Illinois
$71.4M -$1.11M -49,078 -1%
Charles Schwab
14
Charles Schwab
California
$69.7M +$1.44M +63,388 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$69.2M +$1.63M +71,797 +2%
Morgan Stanley
16
Morgan Stanley
New York
$58.9M -$139K -6,146 -0.2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$52.6M +$7.22M +318,719 +15%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$52M +$737K +32,552 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$51.5M -$1.44M -63,719 -3%
BC
20
Brookfield Corp
Ontario, Canada
$51.2M +$4.75K +210 +0%
Bank of America
21
Bank of America
North Carolina
$49.6M +$7.99M +352,820 +18%
HRES
22
Heitman Real Estate Securities
Illinois
$49.1M +$17.3M +764,879 +50%
Norges Bank
23
Norges Bank
Norway
$48.4M +$597K +26,369 +1%
Ameriprise
24
Ameriprise
Minnesota
$44.9M +$557K +24,599 +1%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$42.9M -$3.61M -159,605 -7%

KRG Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2023, worth a combined $4.59B — down 4.6% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KRG positions and 17 closed out — a net gain of 13 holders — while 111 added to existing stakes and 117 trimmed.

The largest buyer was Heitman Real Estate Securities, adding an estimated $17.3M. The largest seller was Cohen & Steers, cutting an estimated $39.7M.

  • 320 institutional investors held Kite Realty (KRG) as of Q3 2023, up from 308 in Q2 2023.
  • Funds reported $4.59B of Kite Realty stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 30 funds opened new Kite Realty positions in Q3 2023 and 17 closed out, a net change of +13 holders.
  • The largest Kite Realty buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $17.3M added.
  • The largest Kite Realty seller in Q3 2023 was Cohen & Steers, an estimated $39.7M sold.

Based on aggregated 13F filings for Q3 2023.