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Kite Realty

346 hedge funds and large institutions have $4.61B invested in Kite Realty in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

8% more funds holding

Funds holding: 320346 (+26)

0% more capital invested

Capital invested by funds: $4.59B → $4.61B (+$19.4M)

5.76% less ownership

Funds ownership: 97.66%91.89% (-5.8%)

22% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 132

28% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.16M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
+26
Holders Change %
+8.13%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
55
Increased
103
Reduced
132
Closed
23
Calls
$839K
Puts
$1.16M
Net Calls
-$320K
Net Calls Change
-$579K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$780M +$22.5M +1,054,143 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$748M +$7.35M +344,226 +1%
State Street
3
State Street
Massachusetts
$309M +$3.54M +165,756 +1%
Macquarie Group
4
Macquarie Group
Australia
$232M +$4.48M +209,624 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$179M -$101M -4,737,080 -38%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$123M -$4.13M -193,262 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$120M +$4.43M +207,365 +4%
Deutsche Bank
8
Deutsche Bank
Germany
$115M -$53.8M -2,522,081 -33%
Morgan Stanley
9
Morgan Stanley
New York
$112M +$46.4M +2,171,280 +79%
N
10
Nuveen
North Carolina
$80.2M +$159K +7,439 +0.2%
Charles Schwab
11
Charles Schwab
California
$76.4M +$1.94M +90,897 +3%
Northern Trust
12
Northern Trust
Illinois
$74.9M -$1.2M -56,423 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$72.6M -$1.16M -54,258 -2%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$71.3M +$14.8M +693,852 +29%
American Century Companies
15
American Century Companies
Missouri
$53.4M -$51.4M -2,408,753 -51%
Millennium Management
16
Millennium Management
New York
$52.8M +$23.2M +1,087,023 +89%
Norges Bank
17
Norges Bank
Norway
$52.7M +$989K +46,297 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.9M -$3.77M -176,717 -7%
Bank of America
19
Bank of America
North Carolina
$50.5M -$2.31M -108,140 -5%
HRES
20
Heitman Real Estate Securities
Illinois
$48.6M -$3.53M -165,406 -7%
Cohen & Steers
21
Cohen & Steers
New York
$48.4M -$65.2M -3,053,466 -59%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$45M -$805K -37,689 -2%
BC
23
Brookfield Corp
Ontario, Canada
$44M -$9.88M -462,901 -19%
SO
24
STRS Ohio
Ohio
$42.7M +$24.4M +1,140,700 +157%
Ameriprise
25
Ameriprise
Minnesota
$42.3M -$5.24M -245,624 -12%

KRG Hedge Fund Activity: Q4 2023 in Review

346 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q4 2023, worth a combined $4.61B — up 0.42% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new KRG positions and 23 closed out — a net gain of 32 holders — while 103 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.4M. The largest seller was JP Morgan Chase, cutting an estimated $101M.

  • 346 institutional investors held Kite Realty (KRG) as of Q4 2023, up from 320 in Q3 2023.
  • Funds reported $4.61B of Kite Realty stock for Q4 2023, up 0.42% quarter-over-quarter.
  • 55 funds opened new Kite Realty positions in Q4 2023 and 23 closed out, a net change of +32 holders.
  • The largest Kite Realty buyer in Q4 2023 was Morgan Stanley, an estimated $46.4M added.
  • The largest Kite Realty seller in Q4 2023 was JP Morgan Chase, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2023.