MV Capital Management
KIM icon

MV Capital Management’s Kimco Realty KIM Stock Holding History

MV Capital Management’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 		$5.11K Hold
230
– – ﹤0.01% 651
2026
Q2 		$5.83K Sell
230
-14
-6% -$336 ﹤0.01% 617
2026
Q1 		$5.48K Buy
244
+14
+6% +$308 ﹤0.01% 604
2025
Q4 		$4.66K Buy
230
+1
+0.4% +$21 ﹤0.01% 616
2025
Q3 		$5K Hold
229
– – ﹤0.01% 603
2025
Q2 		$4.81K Sell
229
-20
-8% -$415 ﹤0.01% 612
2025
Q1 		$5.29K Sell
249
-8
-3% -$175 ﹤0.01% 606
2024
Q4 		$6.02K Sell
257
-14
-5% -$339 ﹤0.01% 585
2024
Q3 		$6.29K Buy
271
+1
+0.4% +$22 ﹤0.01% 599
2024
Q2 		$5.26K Buy
270
+5
+2% +$94 ﹤0.01% 600
2024
Q1 		$5.2K Hold
265
– – ﹤0.01% 598
2023
Q4 		$5.65K Buy
265
+202
+321% +$3.81K ﹤0.01% 590
2023
Q3 		$1.11K Sell
63
-12
-16% -$233 ﹤0.01% 650
2023
Q2 		$1.48K Sell
75
-5
-6% -$94 ﹤0.01% 649
2023
Q1 		$1.56K Sell
80
-43
-35% -$885 ﹤0.01% 657
2022
Q4 		$2.6K Buy
123
+30
+32% +$631 ﹤0.01% 601
2022
Q3 		$2K Buy
93
+52
+127% +$1.1K ﹤0.01% 619
2022
Q2 		$1K Sell
41
-90
-69% -$2.07K ﹤0.01% 655
2022
Q1 		$3K Buy
131
+30
+30% +$724 ﹤0.01% 634
2021
Q4 		$2K Buy
101
+28
+38% +$647 ﹤0.01% 658
2021
Q3 		$2K Buy
+73
New +$1.56K ﹤0.01% 672

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

MV Capital Management's KIM Position: Q3 2026 in Review

MV Capital Management held its Kimco Realty (KIM) position steady in Q3 2026 at 230 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

MV Capital Management first reported a position in KIM in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.29K in Q3 2024. 406 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • MV Capital Management held 230 shares of Kimco Realty worth $5.11K as of Q3 2026.
  • MV Capital Management left its Kimco Realty share count unchanged in Q3 2026.
  • Kimco Realty made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #651 holding.
  • MV Capital Management first reported a position in Kimco Realty in Q3 2021 and has held it in 21 quarters since.
  • MV Capital Management's Kimco Realty position peaked at $6.29K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.