Kimco Realty Corp. (kim 7.25 Perp N)Preferred / convertible

13F holders, Q1 2024 (March 31)
20holders
$56.40avg. 13F price*

At the end of Q1 2024, 20 institutions reported holding Kimco Realty Corp. (kim 7.25 Perp N) in their 13F filings. The largest holders were Infrastructure Capital Advisors, LLC ($15.9M), Westwood Holdings Group Inc. ($10.1M) and CSS LLC ($9.4M).

Company
Kimco Realty Corp. (kim 7.25 Perp N)
CUSIP
49446R687
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 20Q1 2024Q2 2024: 19Q2 2024Q3 2024: 21Q3 2024Q4 2024: 11Q4 2024Q1 2025: 13Q1 2025Q2 2025: 14Q2 2025Q3 2025: 13Q3 2025Q4 2025: 14Q4 2025Q1 2026: 14Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions21$70.0M
Exits0$0

Ownership 20 holders

Infrastructure Capital Advisors, LLC — New 282,896 $15.9M
Westwood Holdings Group Inc. — New 180,000 $10.1M
CSS LLC — New 166,785 $9.4M
Cohen & Steers, Inc. — New 105,440 $5.9M
Cutler Capital Management, LLC — New 91,537 $5.2M
Shaolin Capital Management LLC — New 86,824 $4.9M
JPMorgan Chase & Co. — New 62,000 $3.5M
LDR Capital Management LLC — New 58,671 $3.3M
DigitalBridge Group, Inc. — New 52,094 $2.9M
Nuveen Asset Management, LLC — New 42,400 $2.4M
Janney Montgomery Scott LLC — New 39,230 $2.2M
Principal Financial Group Inc. — New 30,778 $1.7M
Beverly Hills Private Wealth, LLC — New 15,826 $892K
Rwa Wealth Partners, LLC — New 10,345 $583K
Daiwa Securities Group Inc. — New 8,927 $503K
Wealth Enhancement Advisory Services, LLC — New 5,004 $282K
Morgan Stanley — New 1,267 $71K
Fernwood Investment Management, LLC — New 588 $33K
Osaic Holdings, Inc. — New 525 $30K
UBS Group AG — New 139 $8K

"% of holder's portfolio" is KIMCO REALTY CORP (KIM 7.25 PERP N)'s weight in each manager's 13F, not the share of Kimco Realty Corp. (kim 7.25 Perp N) the manager owns.