Kimco Realty Corp. (kim 5.125 Perp L)Preferred / convertible

13F holders, Q3 2024 (September 30)
3holders +1
1new positions
0sold out
$23.95avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Kimco Realty Corp. (kim 5.125 Perp L) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($221K), PNC Financial Services Group, Inc. ($20K) and ORG Partners LLC ($864).

Company
Kimco Realty Corp. (kim 5.125 Perp L)
CUSIP
49446R737
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$221K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 9,232 shares bought and 25 shares sold, net +9,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Ethos Financial Group, LLC — New 9,232 $221K
PNC Financial Services Group, Inc. — Reduce -3.0% 820 $20K
ORG Partners LLC — No change 36 $864

"% of holder's portfolio" is KIMCO REALTY CORP (KIM 5.125 PERP L)'s weight in each manager's 13F, not the share of Kimco Realty Corp. (kim 5.125 Perp L) the manager owns.