Hazlett, Burt & Watson’s Kimco Realty KIM Stock Holding History

Hazlett, Burt & Watson’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	$11K	Buy	539 +4	+0.7%	+$97	﹤0.01%	680
2026 Q2	$14K	Buy	535 +2	+0.4%	+$48	﹤0.01%	648
2026 Q1	$11K	Buy	533 +103	+24%	+$2.27K	﹤0.01%	680
2025 Q4	$9K	Buy	430 +99	+30%	+$2.06K	﹤0.01%	722
2025 Q3	$7K	Buy	+331	New	+$7.19K	﹤0.01%	704
2023 Q4	–	Sell	-186	Closed	-$3K	–	711
2023 Q3	$3K	Hold	186	–	–	﹤0.01%	613
2023 Q2	$4K	Hold	186	–	–	﹤0.01%	578
2023 Q1	$4K	Hold	186	–	–	﹤0.01%	538
2022 Q4	$4K	Hold	186	–	–	﹤0.01%	540
2022 Q3	$3K	Hold	186	–	–	﹤0.01%	555
2022 Q2	$4K	Hold	186	–	–	﹤0.01%	524
2022 Q1	$5K	Buy	+186	New	+$4.49K	﹤0.01%	520

Other funds holding KIM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hazlett, Burt & Watson's KIM Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Kimco Realty (KIM) stake by 0.75% in Q3 2026, buying an estimated $97 and bringing the position to 539 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Hazlett, Burt & Watson first reported a position in KIM in Q1 2022 and has held it in 12 quarters since. The position peaked at $14K in Q2 2026. 335 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Hazlett, Burt & Watson held 539 shares of Kimco Realty worth $11K as of Q3 2026.
Hazlett, Burt & Watson bought 4 Kimco Realty shares in Q3 2026, an estimated $97.
Kimco Realty made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #680 holding.
Hazlett, Burt & Watson first reported a position in Kimco Realty in Q1 2022 and has held it in 12 quarters since.
Hazlett, Burt & Watson's Kimco Realty position peaked at $14K in Q2 2026.
335 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.