Oak Thistle LLC’s Kimco Realty KIM Stock Holding History

Oak Thistle LLC’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
2025 Q4	–	Sell	-45,933	Closed	-$1M	–	580
2025 Q3	$1M	Sell	45,933 -63,516	-58%	-$1.38M	0.15%	265
2025 Q2	$2.3M	Buy	+109,449	New	+$2.27M	0.34%	89
2024 Q4	–	Sell	-17,544	Closed	-$407K	–	479
2024 Q3	$407K	Buy	+17,544	New	+$387K	0.13%	286
2023 Q3	–	Sell	-21,006	Closed	-$414K	–	531
2023 Q2	$414K	Buy	+21,006	New	+$396K	0.22%	199

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Oak Thistle LLC's KIM Position: Q4 2025 in Review

Oak Thistle LLC sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 45,933 shares — an estimated $1M sold.

Oak Thistle LLC first reported a position in KIM in Q2 2023 and held it in 4 quarters. The position peaked at $2.3M in Q2 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

Oak Thistle LLC reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
Oak Thistle LLC sold 45,933 Kimco Realty shares in Q4 2025, an estimated $1M.
Oak Thistle LLC first reported a position in Kimco Realty in Q2 2023 and held it in 4 quarters.
Oak Thistle LLC's Kimco Realty position peaked at $2.3M in Q2 2025.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.