Shell Asset Management’s Kimco Realty KIM Stock Holding History

Shell 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
2025 Q3	$76K	Sell	3,494 -4,835	-58%	-$105K	0.01%	733
2025 Q2	$175K	Sell	8,329 -1,791	-18%	-$37.1K	0.01%	811
2025 Q1	$215K	Sell	10,120 -429	-4%	-$9.37K	0.01%	770
2024 Q4	$247K	Hold	10,549	–	–	0.01%	753
2024 Q3	$245K	Buy	+10,549	New	+$233K	0.01%	759
2024 Q1	$218K	Sell	11,211 -1,149	-9%	-$22.9K	0.01%	786
2023 Q4	$263K	Sell	12,360 -3,634	-23%	-$68.6K	0.01%	761
2023 Q3	$281K	Sell	15,994 -922	-5%	-$17.9K	0.01%	785
2023 Q2	$334K	Buy	16,916 +1,922	+13%	+$36.2K	0.01%	746
2023 Q1	$293K	Sell	14,994 -52	-0.3%	-$1.07K	0.01%	795
2022 Q4	$319K	Sell	15,046 -2,933	-16%	-$61.7K	0.01%	748
2022 Q3	$331K	Sell	17,979 -4,688	-21%	-$98.9K	0.01%	782
2022 Q2	$448K	Sell	22,667 -15,140	-40%	-$348K	0.01%	769
2022 Q1	$934K	Sell	37,807 -5,601	-13%	-$135K	0.02%	519
2021 Q4	$1.07M	Buy	43,408 +10,253	+31%	+$237K	0.02%	537
2021 Q3	$688K	Buy	33,155 +3,227	+11%	+$69K	0.02%	701
2021 Q2	$624K	Buy	29,928 +1,580	+6%	+$32.8K	0.01%	809
2021 Q1	$532K	Sell	28,348 -170	-0.6%	-$3K	0.01%	826
2020 Q4	$428K	Hold	28,518	–	–	0.01%	867
2020 Q3	$321K	Hold	28,518	–	–	0.01%	879
2020 Q2	$366K	Buy	28,518 +22,915	+409%	+$255K	0.01%	804
2020 Q1	$54K	Sell	5,603 -7,200	-56%	-$124K	﹤0.01%	1160
2019 Q4	$265K	Sell	12,803 -11,904	-48%	-$250K	0.01%	1078
2019 Q3	$516K	Hold	24,707	–	–	0.01%	877
2019 Q2	$457K	Sell	24,707 -6,266	-20%	-$113K	0.01%	954
2019 Q1	$573K	Hold	30,973	–	–	0.01%	852
2018 Q4	$454K	Sell	30,973 -7,761	-20%	-$122K	0.01%	873
2018 Q3	$648K	Buy	38,734 +12,797	+49%	+$215K	0.01%	880
2018 Q2	$441K	Sell	25,937 -98,509	-79%	-$1.49M	0.01%	965
2018 Q1	$1.79M	Hold	124,446	–	–	0.04%	423
2017 Q4	$2.26M	Buy	124,446 +16,003	+15%	+$300K	0.04%	375
2017 Q3	$2.12M	Sell	108,443 -15,325	-12%	-$301K	0.05%	361
2017 Q2	$2.27M	Buy	123,768 +42,740	+53%	+$838K	0.05%	351
2017 Q1	$1.79M	Buy	81,028 +5,586	+7%	+$134K	0.04%	397
2016 Q4	$1.9M	Sell	75,442 -599	-0.8%	-$15.8K	0.04%	405
2016 Q3	$2.2M	Buy	76,041 +7,142	+10%	+$218K	0.05%	387
2016 Q2	$2.16M	Buy	68,899 +6,577	+11%	+$189K	0.05%	358
2016 Q1	$1.79M	Buy	62,322 +604	+1%	+$16.3K	0.04%	403
2015 Q4	$1.63M	Sell	61,718 -55,107	-47%	-$1.43M	0.04%	435
2015 Q3	$2.56M	Buy	116,825 +41,508	+55%	+$997K	0.04%	375
2015 Q2	$1.7M	Sell	75,317 -15,200	-17%	-$371K	0.03%	477
2015 Q1	$2.43M	Sell	90,517 -11,803	-12%	-$317K	0.04%	394
2014 Q4	$2.57M	Sell	102,320 -14,505	-12%	-$355K	0.04%	394
2014 Q3	$2.56M	Buy	116,825 +4,800	+4%	+$110K	0.04%	388
2014 Q2	$2.57M	Sell	112,025 -6,789	-6%	-$154K	0.04%	387
2014 Q1	$2.6M	Hold	118,814	–	–	0.04%	389
2013 Q4	$2.35M	Buy	118,814 +15,136	+15%	+$313K	0.04%	437
2013 Q3	$2.09M	Hold	103,678	–	–	0.04%	471
2013 Q2	$2.22M	Buy	+103,678	New	+$2.37M	0.04%	431

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Shell Asset Management's KIM Position: Q3 2025 in Review

Shell Asset Management reduced its Kimco Realty (KIM) stake by 58% in Q3 2025, selling an estimated $105K and leaving 3,494 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #733.

Shell Asset Management first reported a position in KIM in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.6M in Q1 2014. 621 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

Shell Asset Management held 3,494 shares of Kimco Realty worth $76K as of Q3 2025.
Shell Asset Management sold 4,835 Kimco Realty shares in Q3 2025, an estimated $105K.
Kimco Realty made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #733 holding.
Shell Asset Management first reported a position in Kimco Realty in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Kimco Realty position peaked at $2.6M in Q1 2014.
621 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.