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 Q2	$644K	Sell	25,401 -215,029	-89%	-$5.16M	﹤0.01%	1102
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

AE Wealth Management's KIM Position: Q2 2026 in Review

AE Wealth Management reduced its Kimco Realty (KIM) stake by 89% in Q2 2026, selling an estimated $5.16M and leaving 25,401 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

AE Wealth Management first reported a position in KIM in Q2 2019 and has held it in 8 quarters since. The position peaked at $5.4M in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

AE Wealth Management held 25,401 shares of Kimco Realty worth $644K as of Q2 2026.
AE Wealth Management sold 215,029 Kimco Realty shares in Q2 2026, an estimated $5.16M.
Kimco Realty made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1102 holding.
AE Wealth Management first reported a position in Kimco Realty in Q2 2019 and has held it in 8 quarters since.
AE Wealth Management's Kimco Realty position peaked at $5.4M in Q1 2026.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.