Kovitz Investment Group Partners’s Kimco Realty KIM Stock Holding History
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 | 0.09% | 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 | 0.08% | 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
CIM
AAMU