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Kimco Realty

551 hedge funds and large institutions have $14.7B invested in Kimco Realty in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

20% more capital invested

Capital invested by funds: $12.2B → $14.7B (+$2.48B)

4% more funds holding

Funds holding: 528551 (+23)

5% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 184

0.73% more ownership

Funds ownership: 92.83%93.56% (+0.73%)

19% less call options, than puts

Call options by funds: $6.18M | Put options by funds: $7.63M

Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
7.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
194
Reduced
184
Closed
45
Calls
$6.18M
Puts
$7.63M
Net Calls
-$1.45M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54B -$16.2M -732,002 -0.7%
BlackRock
2
BlackRock
New York
$1.59B +$27.8M +1,259,677 +2%
State Street
3
State Street
Massachusetts
$1.05B +$19.5M +882,047 +2%
Cohen & Steers
4
Cohen & Steers
New York
$902M -$39.4M -1,784,644 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$519M +$28.3M +1,283,352 +6%
Norges Bank
6
Norges Bank
Norway
$435M +$38.7M +1,752,326 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$427M -$253M -11,461,284 -38%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$398M +$1.18M +53,378 +0.3%
N
9
Nuveen
North Carolina
$379M +$139M +6,292,946 +63%
AAMU
10
APG Asset Management US
New York
$342M -$3.19M -144,694 -1%
Invesco
11
Invesco
Georgia
$341M +$83.5M +3,780,743 +35%
RC
12
Resolution Capital
Australia
$339M +$214M +9,686,894 +198%
CIM
13
Centersquare Investment Management
Pennsylvania
$322M -$21.6M -976,683 -7%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$279M -$39.3M -1,778,503 -13%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$260M -$4.61M -208,600 -2%
Bank of America
16
Bank of America
North Carolina
$249M +$263K +11,895 +0.1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$235M -$449K -20,342 -0.2%
Charles Schwab
18
Charles Schwab
California
$220M +$8.96M +405,685 +4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$175M -$9.02M -408,731 -5%
Northern Trust
20
Northern Trust
Illinois
$154M -$12.6M -569,802 -8%
Morgan Stanley
21
Morgan Stanley
New York
$148M -$347K -15,724 -0.2%
Legal & General Group
22
Legal & General Group
United Kingdom
$146M -$9.57M -433,434 -6%
UBS AM
23
UBS AM
Illinois
$145M +$124M +5,598,091 +842%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$142M -$4.14M -187,712 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$137M -$4.18M -189,495 -3%

KIM Hedge Fund Activity: Q3 2024 in Review

551 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kimco Realty (KIM) for Q3 2024, worth a combined $14.7B — up 20% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KIM positions and 45 closed out — a net gain of 28 holders — while 194 added to existing stakes and 184 trimmed.

The largest buyer was Resolution Capital, adding an estimated $214M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 551 institutional investors held Kimco Realty (KIM) as of Q3 2024, up from 528 in Q2 2024.
  • Funds reported $14.7B of Kimco Realty stock for Q3 2024, up 20% quarter-over-quarter.
  • 73 funds opened new Kimco Realty positions in Q3 2024 and 45 closed out, a net change of +28 holders.
  • The largest Kimco Realty buyer in Q3 2024 was Resolution Capital, an estimated $214M added.
  • The largest Kimco Realty seller in Q3 2024 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2024.