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O'Keefe Stevens Advisory’s Kimco Realty KIM Stock Holding History

O'Keefe Stevens Advisory’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
Q1 		– Sell
-378,489
Closed -$8.87M – 73
2024
Q4 		$8.87M Buy
378,489
+3,791
+1% +$91.8K 2.74% 14
2024
Q3 		$8.7M Buy
374,698
+4,560
+1% +$101K 2.63% 14
2024
Q2 		$7.2M Buy
370,138
+6,081
+2% +$114K 2.41% 14
2024
Q1 		$7.14M Buy
364,057
+4,637
+1% +$92.2K 2.34% 15
2023
Q4 		$7.66M Sell
359,420
-5,491
-2% -$104K 3.09% 14
2023
Q3 		$6.42M Sell
364,911
-663
-0.2% -$12.9K 2.92% 14
2023
Q2 		$7.21M Buy
365,574
+2,967
+0.8% +$55.9K 3.1% 12
2023
Q1 		$7.08M Sell
362,607
-2,540
-0.7% -$52.3K 3.5% 11
2022
Q4 		$7.73M Sell
365,147
-387
-0.1% -$8.13K 4.59% 9
2022
Q3 		$6.73M Sell
365,534
-1,505
-0.4% -$31.7K 4.55% 9
2022
Q2 		$7.26M Sell
367,039
-1,260
-0.3% -$28.9K 4.45% 8
2022
Q1 		$9.1M Sell
368,299
-3,487
-0.9% -$84.2K 4.44% 9
2021
Q4 		$9.16M Sell
371,786
-583
-0.2% -$13.5K 4.31% 7
2021
Q3 		$7.73M Sell
372,369
-7,692
-2% -$164K 4.23% 9
2021
Q2 		$7.92M Buy
380,061
+131
+0% +$2.72K 4.22% 10
2021
Q1 		$7.37M Buy
379,930
+2,400
+0.6% +$42.4K 4.63% 9
2020
Q4 		$5.67M Sell
377,530
-3,437
-0.9% -$45.5K 3.89% 9
2020
Q3 		$4.29M Buy
380,967
+36,305
+11% +$429K 3.34% 10
2020
Q2 		$4.42M Buy
+344,662
New +$3.83M 3.83% 9
2019
Q4 		$6.8M Sell
338,832
-6,380
-2% -$134K 5.15% 7
2019
Q3 		$7.21M Buy
345,212
+1,954
+0.6% +$37.2K 5.55% 5
2019
Q2 		$6.34M Buy
343,258
+7,440
+2% +$135K 4.74% 7
2019
Q1 		$6.21M Buy
335,818
+13,066
+4% +$224K 4.83% 5
2018
Q4 		$4.73M Buy
322,752
+2,288
+0.7% +$35.9K 4.25% 8
2018
Q3 		$5.37M Buy
320,464
+4,672
+1% +$78.4K 3.8% 11
2018
Q2 		$5.37M Buy
315,792
+12,923
+4% +$195K 4.28% 9
2018
Q1 		$4.36M Buy
302,869
+22,244
+8% +$343K 3.85% 8
2017
Q4 		$5.09M Buy
+280,625
New +$5.25M 4.61% 5

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

O'Keefe Stevens Advisory's KIM Position: Q1 2025 in Review

O'Keefe Stevens Advisory sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 378,489 shares — an estimated $8.87M sold.

O'Keefe Stevens Advisory first reported a position in KIM in Q4 2017 and held it in 28 quarters. The position peaked at $9.16M in Q4 2021. 585 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • O'Keefe Stevens Advisory reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • O'Keefe Stevens Advisory sold 378,489 Kimco Realty shares in Q1 2025, an estimated $8.87M.
  • O'Keefe Stevens Advisory first reported a position in Kimco Realty in Q4 2017 and held it in 28 quarters.
  • O'Keefe Stevens Advisory's Kimco Realty position peaked at $9.16M in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.