13FPulse
KI

KIM KIMCO REALTY CORP

2026Q2 · CUSIP 49446R109 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
670
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 652 → now 670
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

670 funds held KIM at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.2B(YoY +4.4%), the P/E is 28.0x, return on equity is 5.9%. KIM has had 17 buying rushes in its history, and the price moved +2.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=345 2013Q4: holders=360 2014Q1: holders=343 2014Q2: holders=359 2014Q3: holders=359 2014Q4: holders=387 2015Q1: holders=363 2015Q2: holders=377 2015Q3: holders=367 2015Q4: holders=390 2016Q1: holders=402 2016Q2: holders=394 2016Q3: holders=399 2016Q4: holders=404 2017Q1: holders=399 2017Q2: holders=397 2017Q3: holders=408 2017Q4: holders=450 2018Q1: holders=433 2018Q2: holders=435 2018Q3: holders=441 2018Q4: holders=434 2019Q1: holders=433 2019Q2: holders=435 2019Q3: holders=428 2019Q4: holders=436 2020Q1: holders=418 2020Q2: holders=396 2020Q3: holders=384 2020Q4: holders=390 2021Q1: holders=392 2021Q2: holders=398 2021Q3: holders=467 2021Q4: holders=475 2022Q1: holders=486 2022Q2: holders=484 2022Q3: holders=480 2022Q4: holders=520 2023Q1: holders=505 2023Q2: holders=497 2023Q3: holders=488 2023Q4: holders=523 2024Q1: holders=535 2024Q2: holders=531 2024Q3: holders=553 2024Q4: holders=599 2025Q1: holders=585 2025Q2: holders=608 2025Q3: holders=621 2025Q4: holders=607 2026Q1: holders=652 2026Q2: holders=670 -69 -34.5 +0 +34.5 +69 308506704 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 10%
2025Q2 Top 20% -2.2% +9.9%
2024Q4 Top 20% +0.7% -0.8%
2024Q3 Top 20% -13.4% -16.1%
2023Q4 Top 20% -0.9% +16.5%
2022Q4 Top 10% -11.9% -7.4%
2022Q1 Top 20% +2.6% -3.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
276
Change in large funds
+21
Total value they hold
$16.8B
Funds buying for the first time
87
Funds that sold out entirely
69
Price change that quarter
+3.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
28.0
EPS (TTM)
$0.86
EPS YoY
+4.9%
Revenue (TTM)
$2.2B
Revenue YoY
+4.4%
Net margin
27.8%
ROE
5.9%
Debt ratio
48.0%
FCF (TTM)
Dividend (TTM)
$1.03
Quarterly Revenue & EPS
2021-09-30: EPS 0.91 2021-12-31: EPS 0.14 2022-03-31: EPS 0.37 2022-06-30: EPS -0.21 2022-09-30: EPS 0.08 2022-12-31: EPS -0.08 2023-03-31: EPS 0.46 2023-06-30: EPS 0.16 2023-09-30: EPS 0.18 2023-12-31: EPS 0.22 2024-03-31: EPS -0.03 2024-06-30: EPS 0.17 2024-09-30: EPS 0.19 2024-12-31: EPS 0.22 2025-03-31: EPS 0.18 2025-06-30: EPS 0.23 2025-09-30: EPS 0.19 2025-12-31: EPS 0.22 2026-03-31: EPS 0.23 2026-06-30: EPS 0.22 0M 279M 558M $M -0.23 0.39 1.00 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 27 15 66 117 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K166M332M 20252026
Latest quarter $258M (2025-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.