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Kite Realty

339 hedge funds and large institutions have $4.32B invested in Kite Realty in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.07M

8% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 130

1.06% less ownership

Funds ownership: 91.89%90.83% (-1.1%)

2% less funds holding

Funds holding: 346339 (-7)

6% less capital invested

Capital invested by funds: $4.61B → $4.32B (-$287M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
119
Reduced
130
Closed
39
Calls
$2.27M
Puts
$1.07M
Net Calls
+$1.21M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$748M +$8.73M +405,966 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$728M +$19M +881,502 +3%
State Street
3
State Street
Massachusetts
$271M -$22M -1,023,930 -8%
Macquarie Group
4
Macquarie Group
Australia
$216M -$3.58M -166,276 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$213M +$43.1M +2,003,586 +26%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$120M +$3.63M +168,851 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$117M +$3.66M +170,181 +3%
Cohen & Steers
8
Cohen & Steers
New York
$102M +$55.6M +2,585,021 +122%
N
9
Nuveen
North Carolina
$81.1M +$5.01M +232,894 +7%
Bank of America
10
Bank of America
North Carolina
$75.6M +$27.4M +1,275,206 +58%
Charles Schwab
11
Charles Schwab
California
$73.3M +$794K +36,902 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$67M -$1.81M -84,045 -3%
Prudential Financial
13
Prudential Financial
New Jersey
$66.8M +$62.5M +2,903,865 +1,622%
Northern Trust
14
Northern Trust
Illinois
$65.1M -$5.87M -272,878 -8%
Norges Bank
15
Norges Bank
Norway
$53.3M +$3.24M +150,786 +7%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$50M -$17.5M -815,405 -26%
Morgan Stanley
17
Morgan Stanley
New York
$47.7M -$58.5M -2,721,582 -55%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46.7M -$1.55M -72,132 -3%
Millennium Management
19
Millennium Management
New York
$45.9M -$4.11M -190,927 -8%
Citadel Advisors
20
Citadel Advisors
Florida
$43.4M +$10.7M +498,267 +33%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$42.6M -$43.6K -2,025 -0.1%
HRES
22
Heitman Real Estate Securities
Illinois
$42.4M -$3.7M -171,760 -8%
American Century Companies
23
American Century Companies
Missouri
$38.7M -$11.9M -552,947 -24%
Legal & General Group
24
Legal & General Group
United Kingdom
$37.7M -$413K -19,177 -1%
UIC
25
Uniplan Investment Counsel
Wisconsin
$36.3M -$1.65M -76,768 -4%

KRG Hedge Fund Activity: Q1 2024 in Review

339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q1 2024, worth a combined $4.32B — down 6.2% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KRG and 34 opened new positions — a net loss of 5 holders — while 130 trimmed existing stakes and 119 added.

The largest buyer was Prudential Financial, adding an estimated $62.5M. The largest seller was Deutsche Bank, cutting an estimated $101M.

  • 339 institutional investors held Kite Realty (KRG) as of Q1 2024, down from 346 in Q4 2023.
  • Funds reported $4.32B of Kite Realty stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 34 funds opened new Kite Realty positions in Q1 2024 and 39 closed out, a net change of -5 holders.
  • The largest Kite Realty buyer in Q1 2024 was Prudential Financial, an estimated $62.5M added.
  • The largest Kite Realty seller in Q1 2024 was Deutsche Bank, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.