Kimco Realty Corp. (kim 5.25 Perp M)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders
2new positions
1sold out
$20.03avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Kimco Realty Corp. (kim 5.25 Perp M) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($315K), Boyd Watterson Asset Management LLC ($13K) and First Command Advisory Services, Inc. ($3K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4K |
| Exits | 1 | $536 |
All 13F filers, Q4 2025 → Q1 2026: 180 shares bought and 26 shares sold, net +154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | No change | 15,750 | $315K |
| Boyd Watterson Asset Management LLC | — | No change | 655 | $13K |
| First Command Advisory Services, Inc. | — | New | 172 | $3K |
| PNC Financial Services Group, Inc. | — | No change | 119 | $2K |
| Ascentis Independent Advisors | — | New | 8 | $160 |
"% 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.