Capstone Investment Advisors
KIM icon

Capstone Investment Advisors’s Kimco Realty KIM Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-13,861
Closed -$325K – 1641
2024
Q4 		$325K Buy
13,861
+1,784
+15% +$43.2K ﹤0.01% 1458
2024
Q3 		$280K Sell
12,077
-555
-4% -$12.3K ﹤0.01% 1443
2024
Q2 		$246K Buy
12,632
+707
+6% +$13.2K ﹤0.01% 1681
2024
Q1 		$234K Buy
+11,925
New +$237K ﹤0.01% 1950
2020
Q1 		– Sell
-464
Closed -$10K – 1272
2019
Q4 		$10K Buy
+464
New +$9.73K ﹤0.01% 1358

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capstone Investment Advisors's KIM Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 13,861 shares — an estimated $325K sold.

Capstone Investment Advisors first reported a position in KIM in Q4 2019 and held it in 5 quarters. The position peaked at $325K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,861 Kimco Realty shares in Q1 2025, an estimated $325K.
  • Capstone Investment Advisors first reported a position in Kimco Realty in Q4 2019 and held it in 5 quarters.
  • Capstone Investment Advisors's Kimco Realty position peaked at $325K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.