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Westwood Holdings Group’s Kimco Realty KIM Stock Holding History

Westwood Holdings Group’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
-27,469
Closed -$644K – 488
2024
Q4 		$644K Hold
27,469
– – 0.01% 397
2024
Q3 		$638K Hold
27,469
– – ﹤0.01% 385
2024
Q2 		$535K Hold
27,469
– – ﹤0.01% 384
2024
Q1 		$539K Buy
+27,469
New +$546K ﹤0.01% 395
2017
Q4 		– Sell
-20,417
Closed -$399K – 421
2017
Q3 		$399K Buy
20,417
+1,000
+5% +$19.6K ﹤0.01% 358
2017
Q2 		$356K Buy
19,417
+1,379
+8% +$27K ﹤0.01% 367
2017
Q1 		$398K Buy
18,038
+110
+0.6% +$2.64K ﹤0.01% 352
2016
Q4 		$451K Sell
17,928
-830
-4% -$21.9K ﹤0.01% 388
2016
Q3 		$543K Sell
18,758
-884
-5% -$26.9K ﹤0.01% 385
2016
Q2 		$616K Sell
19,642
-3,250
-14% -$93.6K 0.01% 334
2016
Q1 		$658K Buy
22,892
+640
+3% +$17.3K 0.01% 323
2015
Q4 		$589K Sell
22,252
-900
-4% -$23.4K 0.01% 339
2015
Q3 		$566K Hold
23,152
– – ﹤0.01% 328
2015
Q2 		$522K Sell
23,152
-1,600
-6% -$39.1K ﹤0.01% 335
2015
Q1 		$665K Sell
24,752
-300
-1% -$8.05K 0.01% 306
2014
Q4 		$630K Hold
25,052
– – ﹤0.01% 311
2014
Q3 		$549K Sell
25,052
-12,800
-34% -$293K ﹤0.01% 310
2014
Q2 		$870K Hold
37,852
– – 0.01% 287
2014
Q1 		$828K Buy
37,852
+1,100
+3% +$23.4K 0.01% 285
2013
Q4 		$726K Buy
36,752
+5,100
+16% +$105K 0.01% 289
2013
Q3 		$639K Hold
31,652
– – 0.01% 304
2013
Q2 		$678K Buy
+31,652
New +$724K 0.01% 305

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Westwood Holdings Group's KIM Position: Q1 2025 in Review

Westwood Holdings Group sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 27,469 shares — an estimated $644K sold.

Westwood Holdings Group first reported a position in KIM in Q2 2013 and held it in 22 quarters. The position peaked at $870K in Q2 2014. 585 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Westwood Holdings Group reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 27,469 Kimco Realty shares in Q1 2025, an estimated $644K.
  • Westwood Holdings Group first reported a position in Kimco Realty in Q2 2013 and held it in 22 quarters.
  • Westwood Holdings Group's Kimco Realty position peaked at $870K in Q2 2014.
  • 585 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Westwood Holdings Group's 13F filing for Q1 2025, filed 9 May 2025.