킴코 부동산 공사
MX ˙ BMV ˙ US49446R1095
SecurityMX:KIM / Kimco Realty Corporation
InstitutionGeoWealth Management, LLC
Latest Disclosed Ownership43,023 shares
Latest Disclosed Value $ 966,727
GeoWealth Management, LLC reports 5.52% decrease in ownership of KIM / Kimco Realty Corporation

On May 13, 2026 - GeoWealth Management, LLC filed a 13F-HR form disclosing ownership of 43,023 shares of Kimco Realty Corporation (MX:KIM) valued at $966,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,537 shares of Kimco Realty Corporation. This represents a change in shares of -5.52% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F KIMCO REALTY COM 49446R109 43,023 -2,514 -5.52 967 4.66 0.0284
2026-02-17 2025-12-31 13F KIMCO RLTY COM 49446R109 45,537 2,979 7.00 923 -0.65 0.0340
2025-11-13 2025-09-30 13F KIMCO RLTY COM 49446R109 42,558 3,208 8.15 930 12.33 0.0339
2025-08-13 2025-06-30 13F KIMCO RLTY COM 49446R109 39,350 2,738 7.48 827 6.44 0.0323
2025-05-09 2025-03-31 13F KIMCO RLTY COM 49446R109 36,612 1,060 2.98 778 -6.61 0.0312
2025-02-13 2024-12-31 13F KIMCO RLTY COM 49446R109 35,552 6,250 21.33 833 22.35 0.0272
2024-11-12 2024-09-30 13F KIMCO RLTY COM 49446R109 29,302 255 0.88 680 20.35 0.0240
2024-08-12 2024-06-30 13F KIMCO RLTY COM 49446R109 29,047 -2,436 -7.74 565 -8.43 0.0246
2024-05-15 2024-03-31 13F/A-1 KIMCO RLTY COM 49446R109 31,483 31,483 617 0.0239
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.