Mather Group’s Kimco Realty KIM Stock Holding History

Mather Group’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	$110K	Sell	4,959 -589	-11%	-$14.3K	﹤0.01%	938
2026 Q2	$141K	Buy	5,548 +98	+2%	+$2.35K	﹤0.01%	854
2026 Q1	$122K	Buy	+5,450	New	+$120K	﹤0.01%	847
2025 Q4	–	Sell	-7,221	Closed	-$158K	–	1183
2025 Q3	$158K	Buy	+7,221	New	+$157K	﹤0.01%	678
2025 Q2	–	Sell	-4,477	Closed	-$95.1K	–	1207
2025 Q1	$95.1K	Sell	4,477 -986	-18%	-$21.5K	﹤0.01%	759
2024 Q4	$128K	Buy	5,463 +1,848	+51%	+$44.8K	﹤0.01%	687
2024 Q3	$83.9K	Sell	3,615 -2,784	-44%	-$61.5K	﹤0.01%	774
2024 Q2	$125K	Buy	6,399 +2,546	+66%	+$47.7K	﹤0.01%	741
2024 Q1	$82.1K	Buy	+3,853	New	+$76.6K	﹤0.01%	759
2022 Q4	–	Sell	-12,972	Closed	-$239K	–	495
2022 Q3	$239K	Buy	+12,972	New	+$274K	0.01%	413

Other funds holding KIM

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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mather Group's KIM Position: Q3 2026 in Review

Mather Group reduced its Kimco Realty (KIM) stake by 11% in Q3 2026, selling an estimated $14.3K and leaving 4,959 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Mather Group first reported a position in KIM in Q3 2022 and has held it in 10 quarters since. The position peaked at $239K in Q3 2022. 101 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Mather Group held 4,959 shares of Kimco Realty worth $110K as of Q3 2026.
Mather Group sold 589 Kimco Realty shares in Q3 2026, an estimated $14.3K.
Kimco Realty made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #938 holding.
Mather Group first reported a position in Kimco Realty in Q3 2022 and has held it in 10 quarters since.
Mather Group's Kimco Realty position peaked at $239K in Q3 2022.
101 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.