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Kimco Realty
KIM

Overview Fund Activity

503 hedge funds and large institutions have $11.1B invested in Kimco Realty in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
8.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
183
Reduced
174
Closed
58
Calls
$4.93M
Puts
$20.6M
Net Calls
-$15.7M
Net Calls Change
-$13.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$123M
2
HRES
Heitman Real Estate Securities
Illinois
$87.5M
3
BlackRock
BlackRock
New York
$1.23B
4
CIM
Centersquare Investment Management
Pennsylvania
$34.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$24.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.4M
2
RC
Resolution Capital
Australia
$352M
3
Invesco
Invesco
Georgia
$347M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
376
Ceeto Capital Group
Florida
$78K – – –
PB
377
Pinnacle Bancorp
Nebraska
$70K – – –
GWM
378
Geneos Wealth Management
Colorado
$66.8K +$55.8K +2,856 +507%
CBT
379
CoreFirst Bank & Trust
Kansas
$66.3K – – –
PCM
380
Penserra Capital Management
California
$61K – – –
CWC
381
Carolinas Wealth Consulting
North Carolina
$57K -$7.13K -365 -11%
MA
382
Montag & Associates
Georgia
$55.2K – – –
BAM
383
Belpointe Asset Management
Nevada
$54.8K -$8.91K -456 -14%
SAI
384
Systematic Alpha Investments
New Jersey
$52.7K +$52.7K +2,698 New
C
385
Covestor
United Kingdom
$50K -$7.38K -378 -13%
Lazard Asset Management
386
Lazard Asset Management
New York
$47K – – –
GRP
387
Global Retirement Partners
California
$45.9K +$4.21K +228 +10%
PA
388
PSI Advisors
Florida
$45.4K +$45.4K +2,326 New
Federated Hermes
389
Federated Hermes
Pennsylvania
$45.1K -$289K -14,776 -86%
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44.9K – – –
TPCW
391
TD Private Client Wealth
New York
$42.1K +$859 +44 +2%
AF
392
Allworth Financial
California
$41.2K +$273 +14 +0.7%
VF
393
VitalStone Financial
Texas
$39K +$39K +1,567 New
PA
394
Parallel Advisors
California
$38.9K -$10.4K -533 -21%
CFD
395
Creative Financial Designs
Indiana
$36.5K +$4.02K +206 +12%
FHA
396
First Horizon Advisors
Tennessee
$33.3K – – –
DGAM
397
Desjardins Global Asset Management
Quebec, Canada
$33K +$33K +1,670 New
S
398
SignatureFD
Georgia
$32.1K -$15.9K -813 -33%
UAML
399
US Asset Management LLC
Pennsylvania
$31K -$1.22K -62 -4%
ACA
400
Atlas Capital Advisors
Wyoming
$30.8K – – –
14 15
16
17 18