B&I Capital’s Kimco Realty KIM Stock Holding History

B&I Capital’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	-398,042	Closed	-$8.7M	–	28
2025 Q3	$8.7M	Sell	398,042 -32,738	-8%	-$712K	3.01%	11
2025 Q2	$9.05M	Sell	430,780 -102,350	-19%	-$2.12M	3.08%	10
2025 Q1	$11.3M	Buy	533,130 +23,300	+5%	+$509K	3.68%	7
2024 Q4	$11.9M	Buy	509,830 +62,100	+14%	+$1.5M	3.89%	8
2024 Q3	$10.4M	Sell	447,730 -18,800	-4%	-$415K	3.01%	15
2024 Q2	$9.08M	Hold	466,530	–	–	2.9%	14
2024 Q1	$9.15M	Buy	466,530 +13,600	+3%	+$271K	2.9%	13
2023 Q4	$9.65M	Sell	452,930 -29,700	-6%	-$561K	3.04%	12
2023 Q3	$8.49M	Sell	482,630 -15,300	-3%	-$297K	3.07%	12
2023 Q2	$9.82M	Sell	497,930 -30,550	-6%	-$576K	3.27%	12
2023 Q1	$10.3M	Buy	528,480 +75,250	+17%	+$1.55M	3.42%	11
2022 Q4	$9.6M	Buy	+453,230	New	+$9.53M	3.37%	13

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