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This page summarizes the KIM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether KIM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing KIM Share Count |
|---|
| Versant Capital Management Inc |
47 |
380 |
+333 |
+708.51% |
| AdvisorNet Financial Inc |
9 |
59 |
+50 |
+555.56% |
| Vanderbilt University |
9,694 |
60,297 |
+50,603 |
+522.00% |
| Cutler Group LP |
705 |
2,514 |
+1,809 |
+256.60% |
| Pensionfund DSM Netherlands |
10,731 |
35,731 |
+25,000 |
+232.97% |
| Wealth Enhancement Advisory Services LLC |
28,511 |
52,138 |
+23,627 |
+82.87% |
| Pensionfund Sabic |
10,295 |
16,295 |
+6,000 |
+58.28% |
| Robeco Institutional Asset Management B.V. |
848,986 |
1,319,826 |
+470,840 |
+55.46% |
| Nilsine Partners LLC |
58,526 |
88,290 |
+29,764 |
+50.86% |
| Natixis Advisors L.P. |
211,155 |
309,308 |
+98,153 |
+46.48% |
| Moisand Fitzgerald Tamayo LLC |
340 |
459 |
+119 |
+35.00% |
| Massmutual Trust Co. FSB ADV |
1,153 |
1,476 |
+323 |
+28.01% |
| Allworth Financial LP |
2,697 |
3,387 |
+690 |
+25.58% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
346,474 |
425,074 |
+78,600 |
+22.69% |
| Sunbelt Securities Inc. |
9,428 |
10,700 |
+1,272 |
+13.49% |
| Exchange Traded Concepts LLC |
26,574 |
29,908 |
+3,334 |
+12.55% |
| Trivant Custom Portfolio Group LLC |
83,007 |
92,769 |
+9,762 |
+11.76% |
| IFM Investors Pty Ltd |
112,252 |
125,067 |
+12,815 |
+11.42% |
| New York State Teachers Retirement System |
711,049 |
785,712 |
+74,663 |
+10.50% |
| CWM LLC |
10,388 |
11,255 |
+867 |
+8.35% |
| Vert Asset Management LLC |
240,448 |
260,475 |
+20,027 |
+8.33% |
| Naviter Wealth LLC |
39,302 |
42,535 |
+3,233 |
+8.23% |
| Czech National Bank |
108,567 |
117,209 |
+8,642 |
+7.96% |
| Spire Wealth Management |
879 |
947 |
+68 |
+7.74% |
| State of Michigan Retirement System |
169,733 |
182,533 |
+12,800 |
+7.54% |
| SOA Wealth Advisors LLC. |
14 |
15 |
+1 |
+7.14% |
| State of Alaska Department of Revenue |
359,766 |
385,275 |
+25,509 |
+7.09% |
| Yousif Capital Management LLC |
106,231 |
113,282 |
+7,051 |
+6.64% |
| Principal Financial Group Inc. |
1,145,255 |
1,205,788 |
+60,533 |
+5.29% |
| Values First Advisors Inc. |
24,858 |
26,017 |
+1,159 |
+4.66% |
| DekaBank Deutsche Girozentrale |
378,751 |
395,627 |
+16,876 |
+4.46% |
| Capital Advisors Ltd. LLC |
571 |
595 |
+24 |
+4.20% |
| New Mexico Educational Retirement Board |
32,268 |
33,468 |
+1,200 |
+3.72% |
| B&I Capital AG |
452,930 |
466,530 |
+13,600 |
+3.00% |
| Commonwealth Equity Services LLC |
54,356 |
55,957 |
+1,601 |
+2.95% |
| First Citizens Bank & Trust Co. |
101,014 |
103,237 |
+2,223 |
+2.20% |
| Bank of New York Mellon Corp |
5,914,963 |
6,032,601 |
+117,638 |
+1.99% |
| Grace & White Inc. NY |
341,878 |
348,478 |
+6,600 |
+1.93% |
| Gulf International Bank UK Ltd |
51,525 |
52,496 |
+971 |
+1.88% |
| Telos Capital Management Inc. |
27,925 |
28,374 |
+449 |
+1.61% |
| O Keefe Stevens Advisory Inc. |
359,420 |
364,057 |
+4,637 |
+1.29% |
| Raymond James Financial Services Advisors Inc. |
13,625 |
13,790 |
+165 |
+1.21% |
| PSI Advisors LLC |
1,102 |
1,115 |
+13 |
+1.18% |
| Financial Management Professionals Inc. |
499 |
504 |
+5 |
+1.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
65,729 |
66,227 |
+498 |
+0.76% |
| Cascade Investment Advisors Inc. |
56,005 |
56,405 |
+400 |
+0.71% |
| Baker Ellis Asset Management LLC |
129,122 |
129,802 |
+680 |
+0.53% |
| Financial Advisory Service Inc. |
10,980 |
11,015 |
+35 |
+0.32% |
| Jamison Private Wealth Management Inc. |
2,739 |
2,745 |
+6 |
+0.22% |
| Bogart Wealth LLC |
1,100 |
1,101 |
+1 |
+0.09% |
| 13F Filers Reporting New Positions In KIM |
|---|
| Arcadia Investment Management Corp MI |
0 |
725 |
+725 |
+100% |
| Optimum Investment Advisors |
0 |
200 |
+200 |
+100% |
| Mather Group LLC. |
0 |
3,853 |
+3,853 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
33,440 |
+33,440 |
+100% |
| SJS Investment Consulting Inc. |
0 |
105 |
+105 |
+100% |
| Simplicity Wealth LLC |
0 |
29,846 |
+29,846 |
+100% |
| Global Assets Advisory LLC |
0 |
177,992 |
+177,992 |
+100% |
| Register Financial Advisors LLC |
0 |
1,000 |
+1,000 |
+100% |
| PFG Investments LLC |
0 |
16,410 |
+16,410 |
+100% |
| Norden Group LLC |
0 |
35,040 |
+35,040 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
700 |
700 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
166 |
166 |
UNCH |
0.00% |
| Wasatch Advisors Inc. |
176,355 |
176,355 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
2,301 |
2,301 |
UNCH |
0.00% |
| Tompkins Financial Corp |
900 |
900 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
27,569 |
27,569 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
5,796 |
5,796 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
425 |
425 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,328 |
1,328 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
300,000 |
300,000 |
UNCH |
0.00% |
| Phocas Financial Corp. |
42,508 |
42,508 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
17 |
17 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
242 |
242 |
UNCH |
0.00% |
| Asset Dedication LLC |
523 |
523 |
UNCH |
0.00% |
| KAMES CAPITAL plc |
105,040 |
105,040 |
UNCH |
0.00% |
| Gradient Investments LLC |
15 |
15 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,255 |
1,255 |
UNCH |
0.00% |
| MV Capital Management Inc. |
265 |
265 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
334 |
334 |
UNCH |
0.00% |
| New Capital Management LP |
58,320 |
58,320 |
UNCH |
0.00% |
| Pinnacle Bank |
3,581 |
3,581 |
UNCH |
0.00% |
| Founders Capital Management |
8,278 |
8,278 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
440 |
440 |
UNCH |
0.00% |
| Little House Capital LLC |
10,350 |
10,350 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
1,560 |
1,560 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
51,792 |
51,792 |
UNCH |
0.00% |
| CVA Family Office LLC |
565 |
565 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
23 |
23 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
11,788 |
11,788 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
600 |
600 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
47 |
47 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
11,532 |
11,532 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
196 |
196 |
UNCH |
0.00% |
| 13F Filers Decreasing KIM Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
15,513 |
831 |
-14,682 |
-94.64% |
| Los Angeles Capital Management & Equity Research Inc. |
107,042 |
12,856 |
-94,186 |
-87.99% |
| Summit Global Investments |
285,132 |
78,923 |
-206,209 |
-72.32% |
| Lindbrook Capital LLC |
5,559 |
2,575 |
-2,984 |
-53.68% |
| Valley National Advisers Inc. |
556 |
314 |
-242 |
-43.53% |
| Timbercreek Investment Management Inc. |
820,700 |
464,320 |
-356,380 |
-43.42% |
| DNB Asset Management AS |
165,949 |
94,210 |
-71,739 |
-43.23% |
| Raymond James & Associates |
72,376 |
42,851 |
-29,525 |
-40.79% |
| UMB Bank N A MO |
2,486 |
1,587 |
-899 |
-36.16% |
| Handelsinvest Investeringsforvaltning |
21,380 |
14,073 |
-7,307 |
-34.18% |
| Amalgamated Bank |
183,341 |
134,402 |
-48,939 |
-26.69% |
| Naples Global Advisors LLC |
84,256 |
66,946 |
-17,310 |
-20.54% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
353,870 |
283,231 |
-70,639 |
-19.96% |
| Glass Jacobson Investment Advisors llc |
21,946 |
19,131 |
-2,815 |
-12.83% |
| Securian Asset Management Inc |
43,709 |
39,235 |
-4,474 |
-10.24% |
| Nicholas Hoffman & Company LLC. |
18,681 |
16,981 |
-1,700 |
-9.10% |
| Checchi Capital Advisers LLC |
14,530 |
13,363 |
-1,167 |
-8.03% |
| Park Avenue Securities LLC |
11,024 |
10,161 |
-863 |
-7.83% |
| Global Retirement Partners LLC |
2,357 |
2,209 |
-148 |
-6.28% |
| City State Bank |
4,683 |
4,443 |
-240 |
-5.12% |
| Sumitomo Mitsui Trust Holdings Inc. |
3,837,991 |
3,657,448 |
-180,543 |
-4.70% |
| Hartford Investment Management Co. |
44,802 |
42,932 |
-1,870 |
-4.17% |
| Fifth Third Bancorp |
152,236 |
146,080 |
-6,156 |
-4.04% |
| Allspring Global Investments Holdings LLC |
32,799 |
31,615 |
-1,184 |
-3.61% |
| Louisiana State Employees Retirement System |
40,200 |
38,800 |
-1,400 |
-3.48% |
| Wealthfront Advisers LLC |
155,557 |
151,014 |
-4,543 |
-2.92% |
| Cambridge Investment Research Advisors Inc. |
31,704 |
30,922 |
-782 |
-2.47% |
| Zurcher Kantonalbank Zurich Cantonalbank |
439,413 |
429,949 |
-9,464 |
-2.15% |
| tru Independence LLC |
285,999 |
280,612 |
-5,387 |
-1.88% |
| Murphy Pohlad Asset Management LLC |
188,872 |
186,407 |
-2,465 |
-1.31% |
| Jeppson Wealth Management LLC |
17,977 |
17,811 |
-166 |
-0.92% |
| Stephenson National Bank & Trust |
34,636 |
34,351 |
-285 |
-0.82% |
| Visionary Horizons LLC |
33,253 |
33,134 |
-119 |
-0.36% |
| Douglas Lane & Associates LLC |
1,460,776 |
1,457,156 |
-3,620 |
-0.25% |
| 13F Filers Exiting KIM |
|---|
| GAMMA Investing LLC |
7,821 |
0 |
-7,821 |
-100.00% |
| Byrne Asset Management LLC |
100 |
0 |
-100 |
-100.00% |
| International Assets Investment Management LLC |
100,552 |
0 |
-100,552 |
-100.00% |
| Horst & Graben Wealth Management LLC |
14,080 |
0 |
-14,080 |
-100.00% |
| Inscription Capital LLC |
9,856 |
0 |
-9,856 |
-100.00% |
| First Horizon Advisors Inc. |
87 |
0 |
-87 |
-100.00% |
| Diversified Trust Co |
24,026 |
0 |
-24,026 |
-100.00% |
| Boston Common Asset Management LLC |
562,270 |
0 |
-562,270 |
-100.00% |
| CHURCHILL MANAGEMENT Corp |
385,590 |
0 |
-385,590 |
-100.00% |
| Moody National Bank Trust Division |
11,618 |
0 |
-11,618 |
-100.00% |
| NBC Securities Inc. |
179 |
0 |
-179 |
-100.00% |
See Summary: Institutional Holders of KIM
See Details: Top 10 Hedge Funds Holding KIM
Also See: KIM Insider Buying
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