Contravisory Investment Management’s Kimco Realty KIM Stock Holding History

Contravisory Investment Management’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 Q2	$82.4K	Buy	+3,250	New	+$78K	0.01%	245
2025 Q2	–	Sell	-23,564	Closed	-$500K	–	417
2025 Q1	$500K	Buy	+23,564	New	+$514K	0.11%	146
2022 Q4	–	Sell	-23,549	Closed	-$434K	–	325
2022 Q3	$434K	Hold	23,549	–	–	0.14%	79
2022 Q2	$466K	Sell	23,549 -998	-4%	-$22.9K	0.15%	74
2022 Q1	$606K	Sell	24,547 -3,319	-12%	-$80.1K	0.17%	68
2021 Q4	$687K	Buy	27,866 +7,347	+36%	+$170K	0.19%	72
2021 Q3	$426K	Buy	+20,519	New	+$439K	0.13%	97
2020 Q2	–	Sell	-25,675	Closed	-$248K	–	292
2020 Q1	$248K	Sell	25,675 -2,413	-9%	-$41.4K	0.11%	102
2019 Q4	$582K	Buy	28,088 +306	+1%	+$6.42K	0.21%	51
2019 Q3	$580K	Buy	27,782 +109	+0.4%	+$2.07K	0.22%	49
2019 Q2	$511K	Buy	27,673 +323	+1%	+$5.85K	0.2%	54
2019 Q1	$506K	Buy	27,350 +183	+0.7%	+$3.14K	0.2%	56
2018 Q4	$398K	Buy	+27,167	New	+$427K	0.17%	73

Other funds holding KIM

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return