Concurrent Investment Advisors’s Kimco Realty KIM Stock Holding History

Concurrent 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
2026 Q3	$3.82M	Buy	172,008 +122,802	+250%	+$2.98M	0.03%	558
2026 Q2	$1.25M	Buy	49,206 +1,532	+3%	+$36.8K	0.01%	905
2026 Q1	$1.07M	Buy	47,674 +5,080	+12%	+$112K	0.01%	847
2025 Q4	$863K	Buy	42,594 +925	+2%	+$19.2K	0.01%	899
2025 Q3	$910K	Buy	41,669 +146	+0.4%	+$3.17K	0.02%	683
2025 Q2	$873K	Buy	41,523 +964	+2%	+$20K	0.02%	640
2025 Q1	$861K	Buy	40,559 +12,700	+46%	+$277K	0.02%	587
2024 Q4	$653K	Sell	27,859 -667	-2%	-$16.2K	0.02%	601
2024 Q3	$662K	Sell	28,526 -1,840	-6%	-$40.6K	0.02%	557
2024 Q2	$591K	Buy	+30,366	New	+$569K	0.02%	545

Other funds holding KIM

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Concurrent Investment Advisors's KIM Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Kimco Realty (KIM) stake by 250% in Q3 2026, buying an estimated $2.98M and bringing the position to 172,008 shares worth $3.82M. The position accounts for 0.03% of the portfolio, ranked #558.

Concurrent Investment Advisors first reported a position in KIM in Q2 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Concurrent Investment Advisors held 172,008 shares of Kimco Realty worth $3.82M as of Q3 2026.
Concurrent Investment Advisors bought 122,802 Kimco Realty shares in Q3 2026, an estimated $2.98M.
Kimco Realty made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #558 holding.
Concurrent Investment Advisors first reported a position in Kimco Realty in Q2 2024 and has held it in 10 quarters since.
74 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.