KIMCO REALTY CORP (KIM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
16
Reporting holders
$20.1M
Reported value
0.0%
Calls
0.0%
Puts
-679
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $14.5M | 653,389 | 0.19% | 31q | -31.9%-$6.8M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $4.1M | 183,294 | 0.27% | 21q | HELD |
| STEPH & CO | $572.8K | 25,788 | 0.15% | 24q | +2.1%+$11.9K |
| DOLIVER ADVISORS, LP | $312.7K | 14,078 | 0.07% | 5q | -1.6%-$5.2K |
| Farther Finance Advisors, LLC | $267.9K | 12,063 | 0.00% | 16q | HELD |
| Wedmont Private Capital | $261.5K | 11,837 | 0.01% | 2q | +21.2%+$45.8K |
| Versant Capital Management, Inc | $23.2K | 1,043 | 0.00% | 12q | +76.5%+$10.0K |
| Grove Bank & Trust | $22.5K | 1,014 | 0.00% | 9q | HELD |
| TOMPKINS FINANCIAL CORP | $20.0K | 900 | 0.00% | 19q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $18.4K | 829 | 0.01% | 12q | +38.2%+$5.1K |
| EASTERN BANK | $17.6K | 791 | 0.00% | 9q | HELD |
| Wealth Enhancement Trust Services, Inc. | $16.7K | 754 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $3.1K | 138 | 0.00% | new | NEW |
| Pensionfund PDN | $1.5K | 65,731 | 0.86% | 32q | HELD |
| CX Institutional | $1.4K | 61,535 | 0.04% | 7q | +757.8%+$1.2K |
| GK Wealth Management LLC | $1.1K | 52 | 0.00% | new | NEW |
| Pensionfund Sabic | $717 | 32,295 | 0.86% | 32q | HELD |
| Planning Strategies Inc. | $577 | 26 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $1 | 0 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $20.1M | 905,996 | 3 | 4 | 2 | 0.0% |
| Q2 2026 | 695 | $18.5B | 728,016,457 | 83 | 268 | 185 | 0.1% |
| Q1 2026 | 654 | $14.8B | 658,149,568 | 94 | 260 | 158 | 0.1% |
| Q4 2025 | 608 | $13.2B | 651,272,686 | 47 | 204 | 208 | 0.1% |
| Q3 2025 | 623 | $14.5B | 663,379,500 | 56 | 247 | 168 | 0.1% |
| Q2 2025 | 611 | $13.5B | 639,286,664 | 83 | 219 | 184 | 0.1% |
| Q1 2025 | 591 | $13.6B | 639,678,379 | 62 | 207 | 185 | 0.1% |
| Q4 2024 | 602 | $14.8B | 629,487,565 | 70 | 196 | 175 | 0.1% |
| Q3 2024 | 554 | $15.1B | 647,938,282 | 69 | 172 | 174 | 0.1% |
| Q2 2024 | 530 | $12.8B | 656,310,311 | 50 | 182 | 174 | 0.1% |
| Q1 2024 | 539 | $13.1B | 669,795,036 | 71 | 235 | 129 | 0.2% |
| Q4 2023 | 526 | $13.7B | 642,556,219 | 65 | 194 | 147 | 0.2% |
| Q3 2023 | 492 | $10.2B | 581,299,766 | 37 | 165 | 147 | 0.2% |
| Q2 2023 | 500 | $11.3B | 573,703,185 | 45 | 150 | 177 | 0.2% |
| Q1 2023 | 506 | $11.4B | 581,860,580 | 46 | 169 | 165 | 0.2% |
| Q4 2022 | 517 | $12.5B | 590,287,346 | 66 | 166 | 150 | 0.1% |
| Q3 2022 | 475 | $10.8B | 584,751,494 | 45 | 151 | 153 | 0.3% |
| Q2 2022 | 485 | $11.5B | 580,576,003 | 60 | 157 | 160 | 0.3% |
| Q1 2022 | 491 | $14.4B | 582,960,905 | 68 | 156 | 160 | 0.2% |
| Q4 2021 | 475 | $14.6B | 591,984,065 | 55 | 156 | 143 | 0.3% |
| Q3 2021 | 468 | $11.8B | 564,446,140 | 91 | 242 | 65 | 0.2% |
| Q2 2021 | 404 | $8.9B | 423,117,414 | 49 | 131 | 123 | 0.3% |
| Q1 2021 | 394 | $7.5B | 398,801,378 | 48 | 117 | 135 | 0.2% |
| Q4 2020 | 389 | $5.6B | 371,716,271 | 47 | 117 | 141 | 0.4% |
| Q3 2020 | 383 | $4.1B | 364,605,137 | 42 | 122 | 142 | 0.3% |
| Q2 2020 | 396 | $4.9B | 383,141,929 | 66 | 111 | 158 | 0.4% |
| Q1 2020 | 419 | $3.8B | 397,151,656 | 55 | 129 | 153 | 0.1% |
| Q4 2019 | 439 | $8.3B | 400,623,732 | 38 | 139 | 159 | 0.1% |
| Q3 2019 | 437 | $8.0B | 383,815,895 | 39 | 138 | 163 | 0.1% |
| Q2 2019 | 448 | $7.8B | 382,651,057 | 50 | 146 | 141 | 0.3% |
| Q1 2019 | 445 | $7.1B | 383,804,371 | 44 | 166 | 141 | 0.3% |
| Q4 2018 | 444 | $5.5B | 374,928,205 | 12 | 8 | 9 | 0.3% |