New Capital Management’s Kimco Realty KIM Stock Holding History

New 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 Q2	$1.1M	Hold	43,254	–	–	0.25%	32
2026 Q1	$972K	Hold	43,254	–	–	0.24%	31
2025 Q4	$877K	Hold	43,254	–	–	0.22%	33
2025 Q3	$945K	Hold	43,254	–	–	0.25%	30
2025 Q2	$909K	Sell	43,254 -15,066	-26%	-$312K	0.25%	33
2025 Q1	$1.24M	Hold	58,320	–	–	0.36%	23
2024 Q4	$1.37M	Hold	58,320	–	–	0.4%	23
2024 Q3	$1.35M	Hold	58,320	–	–	0.38%	23
2024 Q2	$1.13M	Hold	58,320	–	–	0.35%	25
2024 Q1	$1.14M	Hold	58,320	–	–	0.34%	28
2023 Q4	$1.24M	Hold	58,320	–	–	0.39%	27
2023 Q3	$1.03M	Buy	+58,320	New	+$1.13M	0.36%	28
2023 Q1	$1.13M	Buy	57,901 +216	+0.4%	+$4.45K	0.43%	26
2022 Q4	$1.22M	Buy	57,685 +180	+0.3%	+$3.78K	0.53%	23
2022 Q3	$1.06M	Buy	57,505 +16,377	+40%	+$345K	0.58%	19
2022 Q2	$825K	Buy	41,128 +26,062	+173%	+$599K	0.45%	24
2022 Q1	$372K	Hold	15,066	–	–	0.27%	34
2021 Q4	$371K	Hold	15,066	–	–	0.19%	34
2021 Q3	$326K	Buy	+15,066	New	+$322K	0.18%	37

Other funds holding KIM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New Capital Management's KIM Position: Q2 2026 in Review

New Capital Management held its Kimco Realty (KIM) position steady in Q2 2026 at 43,254 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #32.

New Capital Management first reported a position in KIM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2024. 257 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

New Capital Management held 43,254 shares of Kimco Realty worth $1.1M as of Q2 2026.
New Capital Management left its Kimco Realty share count unchanged in Q2 2026.
Kimco Realty made up 0.25% of New Capital Management's portfolio in Q2 2026, its #32 holding.
New Capital Management first reported a position in Kimco Realty in Q3 2021 and has held it in 19 quarters since.
New Capital Management's Kimco Realty position peaked at $1.37M in Q4 2024.
257 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.