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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mather Group's KIM Position: Q1 2026 in Review

Mather Group opened a new position in Kimco Realty (KIM) in Q1 2026: 5,450 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Mather Group previously reported a position in KIM as recently as Q3 2025.

Mather Group first reported a position in KIM in Q3 2022 and has held it in 8 quarters since. The position peaked at $239K in Q3 2022. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Mather Group held 5,450 shares of Kimco Realty worth $122K as of Q1 2026.
Kimco Realty was a new Mather Group position in Q1 2026.
Kimco Realty made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #847 holding.
Mather Group first reported a position in Kimco Realty in Q3 2022 and has held it in 8 quarters since.
Mather Group's Kimco Realty position peaked at $239K in Q3 2022.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.