Kovitz Investment Group Partners
KIM icon

Kovitz Investment Group Partners’s Kimco Realty KIM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-247,340
Closed -$5.4M – 927
2025
Q3 		$5.4M Sell
247,340
-5,039
-2% -$110K 0.02% 455
2025
Q2 		$5.3M Sell
252,379
-3,812
-1% -$79K 0.02% 442
2025
Q1 		$5.44M Sell
256,191
-1,131
-0.4% -$24.7K 0.03% 393
2024
Q4 		$6.03M Buy
257,322
+6,314
+3% +$153K 0.03% 366
2024
Q3 		$5.83M Buy
251,008
+42,297
+20% +$934K 0.04% 323
2024
Q2 		$4.06M Buy
208,711
+8,431
+4% +$158K 0.03% 319
2024
Q1 		$3.93M Buy
200,280
+755
+0.4% +$15K 0.05% 231
2023
Q4 		$4.25M Sell
199,525
-2,007
-1% -$37.9K 0.07% 173
2023
Q3 		$3.54M Buy
201,532
+484
+0.2% +$9.4K 0.06% 184
2023
Q2 		$3.96M Buy
201,048
+6,392
+3% +$120K 0.06% 181
2023
Q1 		$3.8M Sell
194,656
-2,757
-1% -$56.7K 0.07% 182
2022
Q4 		$4.18M Sell
197,413
-248
-0.1% -$5.21K 0.08% 179
2022
Q3 		$3.64M Sell
197,661
-3,115
-2% -$65.7K 0.08% 178
2022
Q2 		$3.97M Sell
200,776
-1,609
-0.8% -$37K 0.09% 179
2022
Q1 		$5M Sell
202,385
-14,379
-7% -$347K 0.1% 159
2021
Q4 		$3.25M Buy
216,764
+15,054
+7% +$348K 0.08% 166
2021
Q3 		$4.18M Sell
201,710
-5,290
-3% -$113K 0.08% 169
2021
Q2 		$4.32M Sell
207,000
-5,280
-2% -$110K 0.09% 171
2021
Q1 		$3.98M Sell
212,280
-4,483
-2% -$79.1K 0.09% 153
2020
Q4 		$3.25M Buy
216,763
+14,890
+7% +$197K 0.08% 162
2020
Q3 		$2.27M Buy
201,873
+13,001
+7% +$153K 0.06% 186
2020
Q2 		$2.42M Buy
188,872
+27,936
+17% +$311K 0.07% 170
2020
Q1 		$1.56M Sell
160,936
-2,821
-2% -$48.5K 0.06% 197
2019
Q4 		$3.39M Sell
163,757
-5,129
-3% -$108K 0.1% 145
2019
Q3 		$3.53M Buy
168,886
+4,028
+2% +$76.6K 0.11% 139
2019
Q2 		$3.05M Sell
164,858
-6,682
-4% -$121K 0.1% 156
2019
Q1 		$3.17M Buy
171,540
+2,753
+2% +$47.3K 0.1% 149
2018
Q4 		$2.47M Buy
+168,787
New +$2.65M 0.1% 129

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Kovitz Investment Group Partners's KIM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 247,340 shares — an estimated $5.4M sold.

Kovitz Investment Group Partners first reported a position in KIM in Q4 2018 and held it in 28 quarters. The position peaked at $6.03M in Q4 2024. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 247,340 Kimco Realty shares in Q4 2025, an estimated $5.4M.
  • Kovitz Investment Group Partners first reported a position in Kimco Realty in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Kimco Realty position peaked at $6.03M in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.