Kimco Realty Corporation
US ˙ NYSE ˙ US49446R1095

SecurityKIM / Kimco Realty Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership104,261 shares
Latest Disclosed Value $ 2,342,742
Mercer Global Advisors Inc /adv reports 17.80% increase in ownership of KIM / Kimco Realty Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 104,261 shares of Kimco Realty Corporation (US:KIM) valued at $2,342,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 88,505 shares of Kimco Realty Corporation. This represents a change in shares of 17.80% during the quarter. The current value of the position is $2,526,244 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F KIMCO REALTY COM 49446R109 104,261 15,756 17.80 2,343 30.62 0.0035
2026-02-17 2025-12-31 13F KIMCO RLTY COM 49446R109 88,505 -16,654 -15.84 1,794 -21.94 0.0027
2025-11-14 2025-09-30 13F KIMCO RLTY COM 49446R109 105,159 15,402 17.16 2,298 21.79 0.0038
2025-08-14 2025-06-30 13F KIMCO RLTY COM 49446R109 89,757 -280 -0.31 1,887 -1.36 0.0038
2025-05-15 2025-03-31 13F KIMCO RLTY COM 49446R109 90,037 -3,765 -4.01 1,912 -12.97 0.0044
2025-02-14 2024-12-31 13F KIMCO RLTY COM 49446R109 93,802 66,918 248.91 2,198 254.35 0.0054
2024-11-14 2024-09-30 13F KIMCO RLTY COM 49446R109 26,884 -109 -0.40 620 -18.21 0.0015
2024-08-12 2024-06-30 13F KIMCO RLTY COM 49446R109 26,993 -742 -2.68 759 0.0021
2024-05-15 2024-03-31 13F KIMCO RLTY COM 49446R109 27,735 395 1.44 1 0.0015
2024-02-15 2023-12-31 13F KIMCO RLTY COM 49446R109 27,340 -3,552 -11.50 1 0.0018
2023-11-15 2023-09-30 13F/A-1 KIMCO RLTY COM 49446R109 30,892 2,437 8.56 1 0.0021
2023-11-14 2023-09-30 13F KIMCO RLTY COM 49446R109 30,892 2,437 1 0.0021
2023-08-14 2023-06-30 13F KIMCO RLTY COM 49446R109 28,455 -35,168 -55.28 1 -100.00 0.0022
2023-05-16 2023-03-31 13F KIMCO RLTY COM 49446R109 63,623 -28,383 -30.85 1 0.00 0.0056
2023-02-09 2022-12-31 13F KIMCO RLTY COM 49446R109 92,006 862 0.95 2 -99.94 0.0098
2022-11-15 2022-09-30 13F KIMCO RLTY COM 49446R109 91,144 1,817 2.03 1,678 -4.98 0.0100
2022-08-10 2022-06-30 13F KIMCO RLTY COM 49446R109 89,327 -837 -0.93 1,766 -20.70 0.0108
2022-05-10 2022-03-31 13F KIMCO RLTY COM 49446R109 90,164 2,996 3.44 2,227 3.63 0.0131
2022-02-04 2021-12-31 13F KIMCO RLTY COM 49446R109 87,168 -37,188 -29.90 2,149 -16.71 0.0133
2021-11-10 2021-09-30 13F KIMCO RLTY COM 49446R109 124,356 9,484 8.26 2,580 7.72 0.0180
2021-08-10 2021-06-30 13F KIMCO RLTY COM 49446R109 114,872 14,915 14.92 2,395 27.80 0.0184
2021-08-10 2021-03-31 13F/A-1 KIMCO RLTY COM 49446R109 99,957 4,701 4.94 1,874 31.05 0.0170
2021-05-11 2021-03-31 13F KIMCO RLTY COM 49446R109 99,957 4,701 1,874 0.0179
2021-02-12 2020-12-31 13F KIMCO RLTY COM 49446R109 95,256 -46,243 -32.68 1,430 -10.23 0.0179
2020-12-10 2020-09-30 13F KIMCO RLTY COM 49446R109 141,499 106,565 305.05 1,593 254.79 0.0240
2020-08-10 2020-06-30 13F KIMCO RLTY COM 49446R109 34,934 20,137 136.09 449 213.99 0.0082
2020-05-18 2020-03-31 13F KIMCO RLTY COM 49446R109 14,797 14,797 143 0.0031
2019-08-14 2019-06-30 13F KIMCO RLTY CORP COM COM 49446R109 0 -26,986 -100.00 0 -100.00
2019-04-12 2019-03-31 13F KIMCO RLTY CORP COM COM 49446R109 26,986 26,986 395 0.0210
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.