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Summit Global Investments’s Kimco Realty KIM Stock Holding History

Summit Global Investments’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
-44,065
Closed -$1.03M – 514
2024
Q4 		$1.03M Buy
44,065
+1
+0% +$24 0.06% 210
2024
Q3 		$1.02M Buy
44,064
+41
+0.1% +$905 0.07% 239
2024
Q2 		$857K Sell
44,023
-34,900
-44% -$654K 0.06% 267
2024
Q1 		$1.55M Sell
78,923
-206,209
-72% -$4.1M 0.12% 130
2023
Q4 		$6.08M Buy
285,132
+16,383
+6% +$309K 0.4% 54
2023
Q3 		$4.73M Sell
268,749
-57,429
-18% -$1.11M 0.31% 63
2023
Q2 		$6.43M Buy
+326,178
New +$6.15M 0.43% 62

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

Summit Global Investments's KIM Position: Q1 2025 in Review

Summit Global Investments sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 44,065 shares — an estimated $1.03M sold.

Summit Global Investments first reported a position in KIM in Q2 2023 and held it in 7 quarters. The position peaked at $6.43M in Q2 2023. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Summit Global Investments reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 44,065 Kimco Realty shares in Q1 2025, an estimated $1.03M.
  • Summit Global Investments first reported a position in Kimco Realty in Q2 2023 and held it in 7 quarters.
  • Summit Global Investments's Kimco Realty position peaked at $6.43M in Q2 2023.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.