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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.3M Sell
252,379
-3,812
-1% -$80.1K 0.02% 442
2025
Q1
$5.44M Sell
256,191
-1,131
-0.4% -$24K 0.03% 392
2024
Q4
$6.03M Buy
257,322
+6,314
+3% +$148K 0.03% 365
2024
Q3
$5.83M Buy
251,008
+42,297
+20% +$982K 0.04% 322
2024
Q2
$4.06M Buy
208,711
+8,431
+4% +$164K 0.03% 319
2024
Q1
$3.93M Buy
200,280
+755
+0.4% +$14.8K 0.05% 230
2023
Q4
$4.25M Sell
199,525
-2,007
-1% -$42.8K 0.07% 173
2023
Q3
$3.54M Buy
201,532
+484
+0.2% +$8.51K 0.06% 183
2023
Q2
$3.96M Buy
201,048
+6,392
+3% +$126K 0.06% 180
2023
Q1
$3.8M Sell
194,656
-2,757
-1% -$53.8K 0.07% 181
2022
Q4
$4.18M Sell
197,413
-248
-0.1% -$5.25K 0.08% 178
2022
Q3
$3.64M Sell
197,661
-3,115
-2% -$57.3K 0.08% 177
2022
Q2
$3.97M Sell
200,776
-1,609
-0.8% -$31.8K 0.09% 178
2022
Q1
$5M Sell
202,385
-14,379
-7% -$355K 0.1% 159
2021
Q4
$3.25M Buy
216,764
+15,054
+7% +$226K 0.08% 165
2021
Q3
$4.19M Sell
201,710
-5,290
-3% -$110K 0.08% 168
2021
Q2
$4.32M Sell
207,000
-5,280
-2% -$110K 0.09% 169
2021
Q1
$3.98M Sell
212,280
-4,483
-2% -$84.1K 0.09% 152
2020
Q4
$3.25M Buy
216,763
+14,890
+7% +$224K 0.08% 162
2020
Q3
$2.27M Buy
201,873
+13,001
+7% +$146K 0.06% 184
2020
Q2
$2.43M Buy
188,872
+27,936
+17% +$359K 0.07% 170
2020
Q1
$1.56M Sell
160,936
-2,821
-2% -$27.3K 0.06% 195
2019
Q4
$3.39M Sell
163,757
-5,129
-3% -$106K 0.1% 144
2019
Q3
$3.53M Buy
168,886
+4,028
+2% +$84.1K 0.11% 138
2019
Q2
$3.05M Sell
164,858
-6,682
-4% -$124K 0.1% 155
2019
Q1
$3.17M Buy
171,540
+2,753
+2% +$50.9K 0.1% 148
2018
Q4
$2.47M Buy
+168,787
New +$2.47M 0.1% 127