AGF Management’s Kimco Realty KIM Stock Holding History

AGF Management’s Portfolio KIM Stock Details KIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-120,037	Closed	-$2.62M	–	674
2025 Q3	$2.62M	Buy	120,037 +35,967	+43%	+$782K	0.01%	465
2025 Q2	$1.77M	Sell	84,070 -18,544	-18%	-$384K	0.01%	484
2025 Q1	$2.18M	Sell	102,614 -19,307	-16%	-$421K	0.01%	457
2024 Q4	$2.86M	Buy	121,921 +1,806	+2%	+$43.7K	0.01%	335
2024 Q3	$2.79M	Buy	120,115 +70,947	+144%	+$1.57M	0.01%	463
2024 Q2	$957K	Buy	49,168 +5,034	+11%	+$94.3K	0.01%	567
2024 Q1	$865K	Hold	44,134	–	–	﹤0.01%	589
2023 Q4	$940K	Buy	44,134 +3,032	+7%	+$57.2K	0.01%	572
2023 Q3	$723K	Buy	41,102 +1,605	+4%	+$31.2K	0.01%	593
2023 Q2	$779K	Hold	39,497	–	–	0.01%	573
2023 Q1	$771K	Buy	39,497 +3,260	+9%	+$67.1K	0.01%	617
2022 Q4	$768K	Buy	+36,237	New	+$762K	0.01%	632

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return