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KIM icon

Bailard’s Kimco Realty KIM Stock Holding History

Bailard’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
Q2 		– Sell
-51,750
Closed -$1.08M – 803
2025
Q1 		$1.08M Buy
+51,750
New +$1.13M 0.03% 295
2021
Q1 		– Sell
-25,000
Closed -$375K – 715
2020
Q4 		$375K Buy
+25,000
New +$331K 0.02% 388
2015
Q4 		– Sell
-23,500
Closed -$574K – 280
2015
Q3 		$574K Buy
+23,500
New +$564K 0.09% 131
2015
Q1 		– Sell
-35,000
Closed -$880K – 254
2014
Q4 		$880K Buy
35,000
+7,800
+29% +$191K 0.12% 110
2014
Q3 		$596K Buy
27,200
+13,200
+94% +$302K 0.09% 119
2014
Q2 		$319K Buy
+14,000
New +$318K 0.05% 176
2014
Q1 		– Sell
-20,000
Closed -$395K – 236
2013
Q4 		$395K Buy
20,000
+10,000
+100% +$207K 0.06% 152
2013
Q3 		$202K Buy
+10,000
New +$213K 0.04% 199

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bailard's KIM Position: Q2 2025 in Review

Bailard sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 51,750 shares — an estimated $1.08M sold.

Bailard first reported a position in KIM in Q3 2013 and held it in 8 quarters. The position peaked at $1.08M in Q1 2025. 607 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

  • Bailard reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 51,750 Kimco Realty shares in Q2 2025, an estimated $1.08M.
  • Bailard first reported a position in Kimco Realty in Q3 2013 and held it in 8 quarters.
  • Bailard's Kimco Realty position peaked at $1.08M in Q1 2025.
  • 607 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.