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Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN

19 hedge funds and large institutions have $67.1M invested in Kimco Realty Corp 7.25% Class N Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

388.63% more ownership

Funds ownership: 67.1%455.72% (+389%)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

4% less capital invested

Capital invested by funds: $70M → $67.1M (-$2.91M)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1
CSS LLC
Illinois
$13.3M +$4.05M +74,047 +44%
WHG
2
Westwood Holdings Group
Texas
$9.82M
SCM
3
Shaolin Capital Management
Florida
$8.14M +$397M +7,265,676 +8,368%
ICA
4
Infrastructure Capital Advisors
New York
$6.33M -$9.11M -166,837 -59%
Cohen & Steers
5
Cohen & Steers
New York
$5.75M
CCM
6
Cutler Capital Management
Massachusetts
$5.03M +$39.8K +728 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.38M
LCM
8
LDR Capital Management
New York
$3.22M +$13.4K +246 +0.4%
BC
9
Brookfield Corp
Ontario, Canada
$2.35M +$2.35M +43,100 New
N
10
Nuveen
North Carolina
$2.31M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.13M -$10.9K -200 -0.5%
Principal Financial Group
12
Principal Financial Group
Iowa
$1.61M -$65.6K -1,200 -4%
BHPW
13
Beverly Hills Private Wealth
California
$1.1M +$233K +4,264 +27%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$923K +$924K +16,911 New
Bank of America
15
Bank of America
North Carolina
$846K +$847K +15,498 New
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$487K
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$327K +$53.8K +984 +20%
Morgan Stanley
18
Morgan Stanley
New York
$69.1K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$27K
Osaic Holdings
20
Osaic Holdings
Arizona
$5.46K -$23.2K -425 -81%
DG
21
DigitalBridge Group
Florida
-$2.94M -52,094 Closed
RWP
22
RWA Wealth Partners
Massachusetts
-$583K -10,345 Closed
FIM
23
Fernwood Investment Management
Massachusetts
-$33.1K -588 Closed
UBS Group
24
UBS Group
Switzerland
-$7.83K -139 Closed

KIM.PRN Hedge Fund Activity: Q2 2024 in Review

19 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty Corp 7.25% Class N Preferred Stock (KIM.PRN) for Q2 2024, worth a combined $67.1M — down 4.2% from $70M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KIM.PRN and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.

The largest buyer was Shaolin Capital Management, adding an estimated $397M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $9.11M.

  • 19 institutional investors held Kimco Realty Corp 7.25% Class N Preferred Stock (KIM.PRN) as of Q2 2024, down from 20 in Q1 2024.
  • Funds reported $67.1M of Kimco Realty Corp 7.25% Class N Preferred Stock stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 3 funds opened new Kimco Realty Corp 7.25% Class N Preferred Stock positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Kimco Realty Corp 7.25% Class N Preferred Stock buyer in Q2 2024 was Shaolin Capital Management, an estimated $397M added.
  • The largest Kimco Realty Corp 7.25% Class N Preferred Stock seller in Q2 2024 was Infrastructure Capital Advisors, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.