SummitTX Capital’s Kimco Realty KIM Stock Holding History

SummitTX 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 Q2	–	Sell	-29,229	Closed	-$621K	–	891
2025 Q1	$621K	Buy	+29,229	New	+$638K	0.03%	496

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

SummitTX Capital's KIM Position: Q2 2025 in Review

SummitTX Capital sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 29,229 shares — an estimated $621K sold.

SummitTX Capital first reported a position in KIM in Q1 2025 and held it in 1 quarter. The position peaked at $621K in Q1 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

SummitTX Capital reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 29,229 Kimco Realty shares in Q2 2025, an estimated $621K.
SummitTX Capital first reported a position in Kimco Realty in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Kimco Realty position peaked at $621K in Q1 2025.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.