Bank of Montreal’s Kimco Realty KIM Stock Holding History

Bank of Montreal’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
2017 Q4	–	Sell	-22,300	Closed	-$436K	–	4248
2017 Q3	$436K	Hold	22,300	–	–	﹤0.01%	2334
2017 Q2	$409K	Buy	+22,300	New	+$437K	﹤0.01%	2357
2016 Q4	–	Sell	-7,900	Closed	-$229K	–	4123
2016 Q3	$229K	Buy	+7,900	New	+$241K	﹤0.01%	2412
2015 Q4	–	Sell	-13,400	Closed	-$327K	–	4322
2015 Q3	$327K	Buy	+13,400	New	+$322K	﹤0.01%	2053

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of Montreal's KIM Position: Q1 2026 in Review

Bank of Montreal increased its Kimco Realty (KIM) stake by 159% in Q1 2026, buying an estimated $17.1M and bringing the position to 1,261,407 shares worth $28.3M. The position accounts for 0.01% of the portfolio, ranked #719.

Bank of Montreal first reported a position in KIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.4M in Q4 2021. 655 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Bank of Montreal held 1,261,407 shares of Kimco Realty worth $28.3M as of Q1 2026.
Bank of Montreal bought 774,790 Kimco Realty shares in Q1 2026, an estimated $17.1M.
Kimco Realty made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #719 holding.
Bank of Montreal first reported a position in Kimco Realty in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Kimco Realty position peaked at $32.4M in Q4 2021.
655 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.