Pacific Heights Asset Management’s Kimco Realty KIM Stock Holding History

Pacific Heights Asset 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 Q1	$12.4M	Hold	550,000	–	–	0.41%	69
2025 Q4	$11.1M	Buy	550,000 +50,000	+10%	+$1.04M	0.42%	72
2025 Q3	$10.9M	Buy	500,000 +200,000	+67%	+$4.35M	0.48%	68
2025 Q2	$6.31M	Hold	300,000	–	–	0.34%	69
2025 Q1	$6.37M	Buy	300,000 +175,000	+140%	+$3.82M	0.43%	58
2024 Q4	$17M	Sell	125,000 -175,000	-58%	-$4.24M	1.16%	21
2024 Q3	$6.97M	Hold	300,000	–	–	0.52%	53
2024 Q2	$5.84M	Hold	300,000	–	–	0.46%	57
2024 Q1	$5.88M	Hold	300,000	–	–	0.48%	59
2023 Q4	$6.39M	Hold	300,000	–	–	0.55%	55
2023 Q3	$5.28M	Buy	300,000 +50,000	+20%	+$971K	0.5%	59
2023 Q2	$4.93M	Hold	250,000	–	–	0.45%	62
2023 Q1	$4.88M	Hold	250,000	–	–	0.46%	63
2022 Q4	$5.29M	Hold	250,000	–	–	0.52%	62
2022 Q3	$4.6M	Hold	250,000	–	–	0.49%	64
2022 Q2	$4.94M	Hold	250,000	–	–	0.5%	67
2022 Q1	$6.17M	Hold	250,000	–	–	0.53%	64
2021 Q4	$6.16M	Hold	250,000	–	–	0.52%	62
2021 Q3	$5.19M	Hold	250,000	–	–	0.49%	65
2021 Q2	$5.21M	Hold	250,000	–	–	0.48%	67
2021 Q1	$4.69M	Hold	250,000	–	–	0.43%	69
2020 Q4	$3.75M	Buy	250,000 +50,000	+25%	+$662K	0.37%	70
2020 Q3	$2.25M	Buy	200,000 +50,000	+33%	+$590K	0.29%	72
2020 Q2	$1.93M	Hold	150,000	–	–	0.29%	74
2020 Q1	$1.45M	Hold	150,000	–	–	0.24%	72
2019 Q4	$3.11M	Hold	150,000	–	–	0.39%	66
2019 Q3	$3.13M	Hold	150,000	–	–	0.42%	65
2019 Q2	$2.77M	Hold	150,000	–	–	0.36%	69
2019 Q1	$2.77M	Hold	150,000	–	–	0.36%	70
2018 Q4	$2.2M	Hold	150,000	–	–	0.3%	72
2018 Q3	$2.51M	Hold	150,000	–	–	0.28%	73
2018 Q2	$2.55M	Hold	150,000	–	–	0.26%	74
2018 Q1	$2.16M	Hold	150,000	–	–	0.23%	75
2017 Q4	$2.72M	Sell	150,000 -50,000	-25%	-$936K	0.27%	71
2017 Q3	$3.91M	Hold	200,000	–	–	0.37%	68
2017 Q2	$3.67M	Hold	200,000	–	–	0.35%	67
2017 Q1	$4.42M	Sell	200,000 -50,000	-20%	-$1.2M	0.42%	67
2016 Q4	$6.29M	Sell	250,000 -150,000	-38%	-$3.95M	0.59%	60
2016 Q3	$11.6M	Hold	400,000	–	–	1.02%	39
2016 Q2	$12.6M	Hold	400,000	–	–	1.14%	32
2016 Q1	$11.5M	Sell	400,000 -50,000	-11%	-$1.35M	1.1%	37
2015 Q4	$11.9M	Sell	450,000 -50,000	-10%	-$1.3M	1.21%	33
2015 Q3	$12.2M	Hold	500,000	–	–	0.96%	40
2015 Q2	$11.3M	Hold	500,000	–	–	0.75%	52
2015 Q1	$13.4M	Hold	500,000	–	–	0.76%	53
2014 Q4	$12.6M	Sell	500,000 -300,000	-38%	-$7.34M	0.66%	55
2014 Q3	$17.5M	Sell	800,000 -100,000	-11%	-$2.29M	0.7%	61
2014 Q2	$20.7M	Sell	900,000 -600,000	-40%	-$13.6M	0.75%	63
2014 Q1	$32.8M	Hold	1,500,000	–	–	1.13%	47
2013 Q4	$29.6M	Sell	1,500,000 -500,000	-25%	-$10.3M	0.88%	64
2013 Q3	$40.4M	Sell	2,000,000 -500,000	-20%	-$10.7M	1.1%	55
2013 Q2	$53.6M	Buy	+2,500,000	New	+$57.2M	1.3%	39

Other funds holding KIM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Pacific Heights Asset Management's KIM Position: Q1 2026 in Review

Pacific Heights Asset Management held its Kimco Realty (KIM) position steady in Q1 2026 at 550,000 shares worth $12.4M. The position accounts for 0.41% of the portfolio, ranked #69.

Pacific Heights Asset Management first reported a position in KIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.6M in Q2 2013. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Pacific Heights Asset Management held 550,000 shares of Kimco Realty worth $12.4M as of Q1 2026.
Pacific Heights Asset Management left its Kimco Realty share count unchanged in Q1 2026.
Kimco Realty made up 0.41% of Pacific Heights Asset Management's portfolio in Q1 2026, its #69 holding.
Pacific Heights Asset Management first reported a position in Kimco Realty in Q2 2013 and has held it in 52 quarters since.
Pacific Heights Asset Management's Kimco Realty position peaked at $53.6M in Q2 2013.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Pacific Heights Asset Management's 13F filing for Q1 2026, filed 8 May 2026.