Massachusetts Financial Services
KIM icon

Massachusetts Financial Services’s Kimco Realty KIM Stock Holding History

Massachusetts Financial Services’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
Q2 		$73.5M Sell
2,676,079
-168,110
-6% -$4.03M 0.02% 431
2026
Q1 		$68.8M Sell
2,844,189
-1,316,715
-32% -$29M 0.02% 421
2025
Q4 		$84.3M Sell
4,160,904
-2,238,116
-35% -$46.5M 0.03% 399
2025
Q3 		$140M Sell
6,399,020
-694,582
-10% -$15.1M 0.04% 330
2025
Q2 		$149M Sell
7,093,602
-341,435
-5% -$7.08M 0.05% 335
2025
Q1 		$158M Sell
7,435,037
-514,033
-6% -$11.2M 0.05% 316
2024
Q4 		$186M Buy
7,949,070
+414,155
+5% +$10M 0.06% 286
2024
Q3 		$175M Sell
7,534,915
-408,731
-5% -$9.02M 0.05% 303
2024
Q2 		$155M Buy
7,943,646
+2,400,752
+43% +$45M 0.05% 309
2024
Q1 		$109M Buy
5,542,894
+1,569,258
+39% +$31.2M 0.03% 371
2023
Q4 		$84.7M Buy
+3,973,636
New +$75M 0.03% 389

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Massachusetts Financial Services's KIM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Kimco Realty (KIM) stake by 5.9% in Q2 2026, selling an estimated $4.03M and leaving 2,676,079 shares worth $73.5M. The position accounts for 0.02% of the portfolio, ranked #431.

Massachusetts Financial Services first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $186M in Q4 2024. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Massachusetts Financial Services held 2,676,079 shares of Kimco Realty worth $73.5M as of Q2 2026.
  • Massachusetts Financial Services sold 168,110 Kimco Realty shares in Q2 2026, an estimated $4.03M.
  • Kimco Realty made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #431 holding.
  • Massachusetts Financial Services first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • Massachusetts Financial Services's Kimco Realty position peaked at $186M in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.