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
-3,600
Closed -$84.3K – 1642
2024
Q4 		$84.3K Hold
3,600
– – ﹤0.01% 1722
2024
Q3 		$83.6K Hold
3,600
– – ﹤0.01% 1734
2024
Q2 		$70.1K Buy
3,600
+2,500
+227% +$46.8K ﹤0.01% 1924
2024
Q1 		$21.6K Buy
+1,100
New +$21.9K ﹤0.01% 2259
2022
Q2 		– Sell
-15,200
Closed -$375K – 1979
2022
Q1 		$375K Sell
15,200
-38,800
-72% -$937K ﹤0.01% 1553
2021
Q4 		$1.33M Sell
54,000
-16,800
-24% -$388K ﹤0.01% 1219
2021
Q3 		$1.47M Buy
70,800
+58,900
+495% +$1.26M ﹤0.01% 1298
2021
Q2 		$248K Buy
+11,900
New +$247K ﹤0.01% 1473
2021
Q1 		– Sell
-12,500
Closed -$188K – 1823
2020
Q4 		$188K Sell
12,500
-2,500
-17% -$33.1K ﹤0.01% 1462
2020
Q3 		$169K Sell
15,000
-3,900
-21% -$46K ﹤0.01% 1299
2020
Q2 		$243K Buy
+18,900
New +$210K ﹤0.01% 1196
2020
Q1 		– Sell
-20,000
Closed -$414K – 1273
2019
Q4 		$414K Buy
20,000
+1,400
+8% +$29.4K ﹤0.01% 1181
2019
Q3 		$388K Buy
+18,600
New +$354K ﹤0.01% 1138

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.