B
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return