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
2026 Q3	$615K	Buy	+27,680	New	+$673K	0.06%	403
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 Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Oak Thistle LLC's KIM Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Kimco Realty (KIM) in Q3 2026: 27,680 shares worth $615K. The stake represents 0.06% of the portfolio and ranks #403 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in KIM as recently as Q3 2025.

Oak Thistle LLC first reported a position in KIM in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.3M in Q2 2025. 540 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Oak Thistle LLC held 27,680 shares of Kimco Realty worth $615K as of Q3 2026.
Kimco Realty was a new Oak Thistle LLC position in Q3 2026.
Kimco Realty made up 0.06% of Oak Thistle LLC's portfolio in Q3 2026, its #403 holding.
Oak Thistle LLC first reported a position in Kimco Realty in Q2 2023 and has held it in 5 quarters since.
Oak Thistle LLC's Kimco Realty position peaked at $2.3M in Q2 2025.
540 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.