D.A. Davidson & Co’s Kimco Realty KIM Stock Holding History

D.A. Davidson & Co’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 Q1	$1.97M	Buy	87,771 +38,570	+78%	+$850K	0.01%	704
2025 Q4	$997K	Sell	49,201 -456	-0.9%	-$9.47K	0.01%	897
2025 Q3	$1.09M	Buy	49,657 +32,847	+195%	+$714K	0.01%	841
2025 Q2	$353K	Buy	16,810 +6,982	+71%	+$145K	﹤0.01%	1172
2025 Q1	$209K	Buy	+9,828	New	+$215K	﹤0.01%	1310
2017 Q3	–	Sell	-300	Closed	-$5K	–	1571
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	2201
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	2138
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	2181
2016 Q3	$8K	Buy	+300	New	+$9.14K	﹤0.01%	2099
2014 Q2	–	Sell	-79	Closed	-$1K	–	2132
2014 Q1	$1K	Hold	79	–	–	﹤0.01%	2064
2013 Q4	$1K	Buy	+79	New	+$1.63K	﹤0.01%	2010

Other funds holding KIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

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