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Kite Realty

343 hedge funds and large institutions have $4.44B invested in Kite Realty in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

21% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 112

1% more funds holding

Funds holding: 339343 (+4)

3% more capital invested

Capital invested by funds: $4.32B → $4.44B (+$123M)

0.4% less ownership

Funds ownership: 90.83%90.44% (-0.4%)

31% less call options, than puts

Call options by funds: $863K | Put options by funds: $1.25M

Holders
343
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
42
Increased
136
Reduced
112
Closed
33
Calls
$863K
Puts
$1.25M
Net Calls
-$383K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$781M +$7.64M +358,592 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$747M -$4.87M -228,600 -0.7%
State Street
3
State Street
Massachusetts
$277M -$2.24M -105,095 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$243M +$21.7M +1,018,303 +10%
Macquarie Group
5
Macquarie Group
Australia
$229M +$5.93M +278,308 +3%
Cohen & Steers
6
Cohen & Steers
New York
$152M +$44.6M +2,092,605 +45%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$126M +$4.67M +219,069 +4%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$123M -$873K -40,991 -0.7%
Charles Schwab
9
Charles Schwab
California
$77.9M +$2.08M +97,474 +3%
Bank of America
10
Bank of America
North Carolina
$75.6M -$2.31M -108,322 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$73.4M +$4.06M +190,380 +6%
N
12
Nuveen
North Carolina
$72.3M -$10.9M -510,530 -14%
Northern Trust
13
Northern Trust
Illinois
$69.6M +$2.34M +109,684 +4%
Norges Bank
14
Norges Bank
Norway
$58.4M +$3.2M +150,000 +6%
Millennium Management
15
Millennium Management
New York
$57.4M +$9.57M +449,066 +21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$49M +$692K +32,493 +2%
Morgan Stanley
17
Morgan Stanley
New York
$48.2M -$1.01M -47,221 -2%
American Century Companies
18
American Century Companies
Missouri
$46.6M +$6.3M +295,708 +17%
RIM
19
Rush Island Management
New York
$46.3M +$44M +2,067,346 New
Prudential Financial
20
Prudential Financial
New Jersey
$43.9M -$23.8M -1,119,136 -36%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$43.9M -$83.9K -3,939 -0.2%
Legal & General Group
22
Legal & General Group
United Kingdom
$35.1M -$3.57M -167,422 -10%
UIC
23
Uniplan Investment Counsel
Wisconsin
$32.2M -$4.95M -232,516 -14%
Franklin Resources
24
Franklin Resources
California
$29.3M +$19M +890,633 +213%
Ameriprise
25
Ameriprise
Minnesota
$27.4M -$7.92M -371,708 -23%

KRG Hedge Fund Activity: Q2 2024 in Review

343 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q2 2024, worth a combined $4.44B — up 2.9% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KRG positions and 33 closed out — a net gain of 9 holders — while 136 added to existing stakes and 112 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $33.6M.

  • 343 institutional investors held Kite Realty (KRG) as of Q2 2024, up from 339 in Q1 2024.
  • Funds reported $4.44B of Kite Realty stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 42 funds opened new Kite Realty positions in Q2 2024 and 33 closed out, a net change of +9 holders.
  • The largest Kite Realty buyer in Q2 2024 was Cohen & Steers, an estimated $44.6M added.
  • The largest Kite Realty seller in Q2 2024 was Balyasny Asset Management, an estimated $33.6M sold.

Based on aggregated 13F filings for Q2 2024.