Kimco Realty Corp. (kim 5.25 Perp M)Preferred / convertible
13F holders, Q4 2025 (December 31)5holders +1
1new positions
0sold out
$20.61avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Kimco Realty Corp. (kim 5.25 Perp M) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($325K), Boyd Watterson Asset Management LLC ($13K) and PNC Financial Services Group, Inc. ($2K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $325K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 15,750 shares bought and 40 shares sold, net +15,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | New | 15,750 | $325K |
| Boyd Watterson Asset Management LLC | — | No change | 655 | $13K |
| PNC Financial Services Group, Inc. | — | Reduce -24.7% | 119 | $2K |
| Lanark Financial, Inc. | — | Reduce -3.7% | 26 | $536 |
| ORG Partners LLC | — | No change | 8 | $165 |
"% 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.