AHC
KIM icon

Adell Harriman & Carpenter’s Kimco Realty KIM Stock Holding History

Adell Harriman & Carpenter’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
10,872
-2,500
-19% -$60K 0.01% 146
2026
Q1 		$300K Sell
13,372
-8,712
-39% -$192K 0.02% 146
2025
Q4 		$448K Hold
22,084
– – 0.03% 127
2025
Q3 		$483K Hold
22,084
– – 0.03% 127
2025
Q2 		$464K Hold
22,084
– – 0.03% 129
2025
Q1 		$469K Buy
+22,084
New +$482K 0.04% 125

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Adell Harriman & Carpenter's KIM Position: Q2 2026 in Review

Adell Harriman & Carpenter reduced its Kimco Realty (KIM) stake by 19% in Q2 2026, selling an estimated $60K and leaving 10,872 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #146.

Adell Harriman & Carpenter first reported a position in KIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $483K in Q3 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Adell Harriman & Carpenter held 10,872 shares of Kimco Realty worth $276K as of Q2 2026.
  • Adell Harriman & Carpenter sold 2,500 Kimco Realty shares in Q2 2026, an estimated $60K.
  • Kimco Realty made up 0.01% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #146 holding.
  • Adell Harriman & Carpenter first reported a position in Kimco Realty in Q1 2025 and has held it in 6 quarters since.
  • Adell Harriman & Carpenter's Kimco Realty position peaked at $483K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.