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Kite Realty

351 hedge funds and large institutions have $5.29B invested in Kite Realty in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $4.44B → $5.29B (+$850M)

2% more funds holding

Funds holding: 343351 (+8)

4% more call options, than puts

Call options by funds: $629K | Put options by funds: $602K

0.42% more ownership

Funds ownership: 90.44%90.85% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 127

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
123
Reduced
127
Closed
30
Calls
$629K
Puts
$602K
Net Calls
+$27K
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$939M +$11.6M +468,436 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$883M -$2.94M -118,601 -0.4%
State Street
3
State Street
Massachusetts
$327M -$1.68M -67,649 -0.5%
Macquarie Group
4
Macquarie Group
Australia
$275M +$2.36M +94,949 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$263M -$23.2M -935,695 -9%
Cohen & Steers
6
Cohen & Steers
New York
$180M -$549K -22,140 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$151M +$1.07M +43,015 +0.8%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$144M -$2.34M -94,326 -2%
Charles Schwab
9
Charles Schwab
California
$97M +$4.3M +173,290 +5%
Bank of America
10
Bank of America
North Carolina
$92.3M +$2.42M +97,631 +3%
Millennium Management
11
Millennium Management
New York
$88.1M +$18.7M +752,350 +29%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$87.3M +$175K +7,051 +0.2%
N
13
Nuveen
North Carolina
$85.7M -$92.3K -3,719 -0.1%
Northern Trust
14
Northern Trust
Illinois
$81.9M -$672K -27,064 -0.9%
Morgan Stanley
15
Morgan Stanley
New York
$70.3M +$12.3M +495,703 +23%
Norges Bank
16
Norges Bank
Norway
$66.4M -$2.7M -108,661 -4%
Invesco
17
Invesco
Georgia
$57.9M +$41.7M +1,679,174 +336%
American Century Companies
18
American Century Companies
Missouri
$53.3M -$1.8M -72,363 -3%
Franklin Resources
19
Franklin Resources
California
$50.7M +$16.7M +673,976 +52%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$50.5M -$1.47M -59,419 -3%
Goldman Sachs
21
Goldman Sachs
New York
$47.6M +$17.2M +692,013 +63%
RIM
22
Rush Island Management
New York
$47.1M -$7.29M -293,629 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.5M -$10.8M -436,587 -20%
Hudson Bay Capital Management
24
Hudson Bay Capital Management
Connecticut
$39.3M +$36.7M +1,478,530 New
Legal & General Group
25
Legal & General Group
United Kingdom
$37.9M -$3.61M -145,267 -9%

KRG Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kite Realty (KRG) for Q3 2024, worth a combined $5.29B — up 19% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new KRG positions and 30 closed out — a net gain of 11 holders — while 123 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $41.7M. The largest seller was Prudential Financial, cutting an estimated $46.4M.

  • 351 institutional investors held Kite Realty (KRG) as of Q3 2024, up from 343 in Q2 2024.
  • Funds reported $5.29B of Kite Realty stock for Q3 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Kite Realty positions in Q3 2024 and 30 closed out, a net change of +11 holders.
  • The largest Kite Realty buyer in Q3 2024 was Invesco, an estimated $41.7M added.
  • The largest Kite Realty seller in Q3 2024 was Prudential Financial, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.