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KIMCO REALTY
KIMCO REALTY. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 411 Institutional holders with a total value of $11,186,844,383.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Carroll Financial Associates, Inc. 24 0 0.00%
2 Glassman Wealth Services 13 0 0.00%
3 FineMark National Bank & Trust 31 1,000 0.00%
4 Burt Wealth Advisors 53 1,000 0.00%
5 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 33 1,000 0.00%
6 CUTLER GROUP LLC / CA 400 1,000 0.00% Call
7 Transamerica Financial Advisors, LLC 28 1,000 0.00%
8 NEXT Financial Group, Inc 19 1,000 0.00%
9 HUNTINGTON NATIONAL BANK 47 1,000 0.00%
10 Parallax Volatility Advisers, L.P. 38 1,000 0.00%
11 HERNDON CAPITAL MANAGEMENT LLC 39 1,000 0.00%
12 ENTERPRISE FINANCIAL SERVICES CORP 52 2,000 0.00%
13 Tarbox Family Office, Inc. 53 2,000 0.00%
14 Parkside Financial Bank & Trust 62 2,000 0.00%
15 AllSquare Wealth Management LLC 75 2,000 0.00%
16 CUTLER GROUP LLC / CA 30,700 3,000 0.00% Put
17 ARROW FINANCIAL CORP 120 3,000 0.00%
18 TCI Wealth Advisors, Inc. 119 3,000 0.00%
19 EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 137 4,000 0.00%
20 EDMOND DE ROTHSCHILD HOLDING S.A. 137 4,000 0.00%
21 SECURITY NATIONAL TRUST CO 181 5,000 0.00%
22 WOODMONT INVESTMENT COUNSEL LLC 199 6,000 0.00%
23 PROFICIO CAPITAL PARTNERS LLC 223 6,000 0.00%
24 WFG Advisors, LP 209 6,000 0.00%
25 D.A. DAVIDSON & CO. 300 8,000 0.00%
26 HOWE & RUSLING INC 275 8,000 0.00% PRN
27 FARMERS & MERCHANTS INVESTMENTS INC 264 8,000 0.00%
28 ZIONS BANCORPORATION 307 8,000 0.00%
29 Blume Capital Management, Inc. 300 9,000 0.00%
30 CENTRAL TRUST Co 336 10,000 0.00%
31 WASHINGTON TRUST BANK 413 12,000 0.00%
32 CWM, LLC 400 12,000 0.00%
33 Plante Moran Financial Advisors, LLC 477 14,000 0.00%
34 LAZARD ASSET MANAGEMENT LLC 485 14,000 0.00%
35 Liberty Capital Management, Inc. 500 14,000 0.00%
36 BROWN BROTHERS HARRIMAN & CO 526 15,000 0.00%
37 PENSERRA CAPITAL MANAGEMENT LLC 566 16,000 0.00%
38 FIRST INTERSTATE BANK 600 17,000 0.00%
39 Lenox Wealth Advisors, LLC 600 17,000 0.00%
40 ALPHA OMEGA WEALTH MANAGEMENT LLC 600 17,000 0.00%
41 Cornerstone Advisors, Inc. 739 21,000 0.00%
42 Cypress Capital Management LLC (WY) 750 21,713 0.00%
43 BENJAMIN F. EDWARDS & COMPANY, INC. 800 23,000 0.00%
44 Allworth Financial LP 900 26,000 0.00%
45 CITY HOLDING CO 980 28,000 0.00%
46 QUADRANT CAPITAL GROUP LLC 1,126 28,000 0.00%
47 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 989 29,000 0.00%
48 INVICTUS RG 1,001 29,000 0.00%
49 First Personal Financial Services 1,085 31,000 0.00% PRN
50 FIFTH THIRD BANCORP 1,121 32,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.