Generate Investment Management’s Kimco Realty KIM Stock Holding History

Generate 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 Q3	–	Sell	-342,131	Closed	-$8.67M	–	98
2026 Q2	$8.67M	Buy	+342,131	New	+$8.21M	0.36%	69
2025 Q4	–	Sell	-619,023	Closed	-$13.5M	–	90
2025 Q3	$13.5M	Buy	619,023 +228,042	+58%	+$4.96M	0.69%	41
2025 Q2	$8.22M	Hold	390,981	–	–	0.46%	62
2025 Q1	$8.3M	Sell	390,981 -287,699	-42%	-$6.28M	0.58%	54
2024 Q4	$15.9M	Buy	678,680 +114,436	+20%	+$2.77M	1.11%	32
2024 Q3	$13.1M	Buy	564,244 +258,424	+85%	+$5.71M	0.88%	42
2024 Q2	$5.95M	Buy	305,820 +35,578	+13%	+$666K	0.35%	66
2024 Q1	$5.3M	Buy	+270,242	New	+$5.38M	0.38%	69

Other funds holding KIM

Douglas Lane & Associates New York $7.46B AUM 24.36% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Generate Investment Management's KIM Position: Q3 2026 in Review

Generate Investment Management sold out of Kimco Realty (KIM) in Q3 2026, closing a stake of 342,131 shares — an estimated $8.67M sold.

Generate Investment Management first reported a position in KIM in Q1 2024 and held it in 8 quarters. The position peaked at $15.9M in Q4 2024. 49 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Generate Investment Management reported no remaining Kimco Realty position as of Q3 2026 after selling out during the quarter.
Generate Investment Management sold 342,131 Kimco Realty shares in Q3 2026, an estimated $8.67M.
Generate Investment Management first reported a position in Kimco Realty in Q1 2024 and held it in 8 quarters.
Generate Investment Management's Kimco Realty position peaked at $15.9M in Q4 2024.
49 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.