Kimco Realty Corp. (kim 5.25 Perp M)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders +1
1new positions
0sold out
$22.12avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Kimco Realty Corp. (kim 5.25 Perp M) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Boyd Watterson Asset Management LLC ($14K), PNC Financial Services Group, Inc. ($3K) and Lanark Financial, Inc. ($597).
- Company
- Kimco Realty Corp. (kim 5.25 Perp M)
- CUSIP
- 49446R711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $597 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 27 shares bought and 16 shares sold, net +11 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Boyd Watterson Asset Management LLC | — | No change | 655 | $14K |
| PNC Financial Services Group, Inc. | — | Reduce -9.2% | 158 | $3K |
| Lanark Financial, Inc. | — | New | 27 | $597 |
| ORG Partners LLC | — | No change | 8 | $176 |
"% of holder's portfolio" is KIMCO REALTY CORP (KIM 5.25 PERP M)'s weight in each manager's 13F, not the share of Kimco Realty Corp. (kim 5.25 Perp M) the manager owns.