AE Wealth Management’s Kimco Realty KIM Stock Holding History

AE Wealth Management’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 Q1	$5.4M	Buy	240,430 +20,528	+9%	+$452K	0.03%	400
2025 Q4	$4.46M	Buy	219,902 +6,931	+3%	+$144K	0.03%	423
2025 Q3	$4.65M	Buy	+212,971	New	+$4.63M	0.03%	380
2020 Q2	–	Sell	-57,555	Closed	-$557K	–	1312
2020 Q1	$557K	Sell	57,555 -24,568	-30%	-$422K	0.01%	647
2019 Q4	$1.7M	Buy	82,123 +11,554	+16%	+$242K	0.04%	384
2019 Q3	$1.47M	Buy	70,569 +7,217	+11%	+$137K	0.04%	343
2019 Q2	$1.17M	Buy	+63,352	New	+$1.15M	0.04%	359

Other funds holding KIM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AE Wealth Management's KIM Position: Q1 2026 in Review

AE Wealth Management increased its Kimco Realty (KIM) stake by 9.3% in Q1 2026, buying an estimated $452K and bringing the position to 240,430 shares worth $5.4M. The position accounts for 0.03% of the portfolio, ranked #400.

AE Wealth Management first reported a position in KIM in Q2 2019 and has held it in 7 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

AE Wealth Management held 240,430 shares of Kimco Realty worth $5.4M as of Q1 2026.
AE Wealth Management bought 20,528 Kimco Realty shares in Q1 2026, an estimated $452K.
Kimco Realty made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #400 holding.
AE Wealth Management first reported a position in Kimco Realty in Q2 2019 and has held it in 7 quarters since.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.