Savant Capital’s Kimco Realty KIM Stock Holding History

Savant Capital’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	-14,541	Closed	-$341K	–	1265
2024 Q4	$341K	Buy	14,541 +611	+4%	+$14.8K	﹤0.01%	1046
2024 Q3	$323K	Buy	13,930 +2,854	+26%	+$63K	﹤0.01%	1057
2024 Q2	$216K	Buy	+11,076	New	+$207K	﹤0.01%	1106

Other funds holding KIM

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

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

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

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

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Savant Capital's KIM Position: Q1 2025 in Review

Savant Capital sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 14,541 shares — an estimated $341K sold.

Savant Capital first reported a position in KIM in Q2 2024 and held it in 3 quarters. The position peaked at $341K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

Savant Capital reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 14,541 Kimco Realty shares in Q1 2025, an estimated $341K.
Savant Capital first reported a position in Kimco Realty in Q2 2024 and held it in 3 quarters.
Savant Capital's Kimco Realty position peaked at $341K in Q4 2024.
584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.