KIMCO REALTY 5.25 PFD 13F Institutional Holdings

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+60,809

2 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+60,809

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Moran Wealth Management, LLC	0.03%	—	#1	$1.2M	60,472	$0	0	+60,472	New Buy
Sterling Capital Management LLC	0.01%	0.01%	#2	$311,063	15,750	$315,473	15,750	00.00%	Unchanged
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	<0.01%	<0.01%	#3	$12,936	655	$13,120	655	00.00%	Unchanged
First Command Advisory Services, Inc.	<0.01%	<0.01%	#4	$10,053	509	$3,440	172	+337+195.93%	Add
PNC FINANCIAL SERVICES GROUP, INC.	<0.01%	<0.01%	#6	$2,350	119	$2,380	119	00.00%	Unchanged
Ascentis Independent Advisors	<0.01%	<0.01%	#5	$160	8	$160	8	00.00%	Unchanged

KIMCO REALTY 5.25 PFD

🧭 Institutional Sector Flow Heatmap