Tortoise Investment Management’s Kimco Realty KIM Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-364	Closed	-$7.95K	–	864
2025 Q3	$7.95K	Buy	364 +5	+1%	+$109	﹤0.01%	642
2025 Q2	$7.55K	Buy	359 +43	+14%	+$892	﹤0.01%	620
2025 Q1	$6.71K	Hold	316	–	–	﹤0.01%	610
2024 Q4	$7.4K	Hold	316	–	–	﹤0.01%	654
2024 Q3	$7.34K	Hold	316	–	–	﹤0.01%	662
2024 Q2	$6.15K	Hold	316	–	–	﹤0.01%	678
2024 Q1	$6.2K	Hold	316	–	–	﹤0.01%	667
2023 Q4	$6.73K	Hold	316	–	–	﹤0.01%	615
2023 Q3	$5.56K	Hold	316	–	–	﹤0.01%	611
2023 Q2	$6.23K	Hold	316	–	–	﹤0.01%	601
2023 Q1	$6.17K	Hold	316	–	–	﹤0.01%	593
2022 Q4	$6.69K	Hold	316	–	–	﹤0.01%	583
2022 Q3	$6K	Hold	316	–	–	﹤0.01%	589
2022 Q2	$6K	Hold	316	–	–	﹤0.01%	569
2022 Q1	$8K	Hold	316	–	–	﹤0.01%	520
2021 Q4	$8K	Hold	316	–	–	﹤0.01%	501
2021 Q3	$7K	Buy	+316	New	+$6.76K	﹤0.01%	504
2018 Q4	–	Sell	-1,300	Closed	-$22K	–	557
2018 Q3	$22K	Hold	1,300	–	–	0.01%	311
2018 Q2	$22K	Buy	+1,300	New	+$19.6K	0.01%	318
2016 Q3	–	Sell	-400	Closed	-$13K	–	476
2016 Q2	$13K	Buy	+400	New	+$11.5K	﹤0.01%	282

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Tortoise Investment Management's KIM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 364 shares — an estimated $7.95K sold.

Tortoise Investment Management first reported a position in KIM in Q2 2016 and held it in 20 quarters. The position peaked at $22K in Q3 2018. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

Tortoise Investment Management reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 364 Kimco Realty shares in Q4 2025, an estimated $7.95K.
Tortoise Investment Management first reported a position in Kimco Realty in Q2 2016 and held it in 20 quarters.
Tortoise Investment Management's Kimco Realty position peaked at $22K in Q3 2018.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.