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Allworth Financial’s Kimco Realty KIM Stock Holding History

Allworth Financial’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 		$154K Buy
6,067
+1,494
+33% +$35.8K ﹤0.01% 1674
2026
Q1 		$103K Buy
4,573
+937
+26% +$20.6K ﹤0.01% 1819
2025
Q4 		$73.7K Sell
3,636
-499
-12% -$10.4K ﹤0.01% 1939
2025
Q3 		$90.3K Buy
4,135
+617
+18% +$13.4K ﹤0.01% 1745
2025
Q2 		$74K Buy
3,518
+218
+7% +$4.52K ﹤0.01% 1703
2025
Q1 		$67.4K Buy
3,300
+124
+4% +$2.71K ﹤0.01% 1410
2024
Q4 		$70.6K Buy
3,176
+228
+8% +$5.52K ﹤0.01% 1420
2024
Q3 		$68.5K Buy
2,948
+94
+3% +$2.08K ﹤0.01% 1258
2024
Q2 		$60.6K Sell
2,854
-533
-16% -$9.98K ﹤0.01% 1291
2024
Q1 		$66.4K Buy
3,387
+690
+26% +$13.7K ﹤0.01% 1182
2023
Q4 		$57.5K Buy
2,697
+97
+4% +$1.83K ﹤0.01% 1149
2023
Q3 		$45.7K Buy
2,600
+827
+47% +$16.1K ﹤0.01% 1153
2023
Q2 		$35K Sell
1,773
-338
-16% -$6.37K ﹤0.01% 1253
2023
Q1 		$41.2K Buy
2,111
+14
+0.7% +$288 ﹤0.01% 1144
2022
Q4 		$44.4K Sell
2,097
-201
-9% -$4.22K ﹤0.01% 1057
2022
Q3 		$42K Buy
2,298
+1,192
+108% +$25.1K ﹤0.01% 1017
2022
Q2 		$22K Sell
1,106
-489
-31% -$11.2K ﹤0.01% 1202
2022
Q1 		$39K Sell
1,595
-472
-23% -$11.4K ﹤0.01% 978
2021
Q4 		$51K Buy
2,067
+501
+32% +$11.6K ﹤0.01% 833
2021
Q3 		$32K Buy
1,566
+545
+53% +$11.7K ﹤0.01% 900
2021
Q2 		$21K Buy
1,021
+9
+0.9% +$187 ﹤0.01% 842
2021
Q1 		$19K Buy
1,012
+9
+0.9% +$159 ﹤0.01% 806
2020
Q4 		$15K Buy
1,003
+11
+1% +$146 ﹤0.01% 740
2020
Q3 		$11K Buy
992
+9
+0.9% +$106 ﹤0.01% 693
2020
Q2 		$13K Buy
983
+29
+3% +$323 ﹤0.01% 672
2020
Q1 		$9K Buy
954
+13
+1% +$223 ﹤0.01% 723
2019
Q4 		$19K Buy
941
+13
+1% +$273 ﹤0.01% 535
2019
Q3 		$19K Buy
928
+14
+2% +$266 ﹤0.01% 469
2019
Q2 		$17K Buy
914
+14
+2% +$253 ﹤0.01% 487
2019
Q1 		$17K Hold
900
– – ﹤0.01% 481
2018
Q4 		$13K Hold
900
– – ﹤0.01% 479
2018
Q3 		$15K Hold
900
– – ﹤0.01% 482
2018
Q2 		$15K Hold
900
– – ﹤0.01% 455
2018
Q1 		$13K Hold
900
– – ﹤0.01% 450
2017
Q4 		$16K Hold
900
– – ﹤0.01% 406
2017
Q3 		$18K Hold
900
– – ﹤0.01% 379
2017
Q2 		$17K Hold
900
– – ﹤0.01% 404
2017
Q1 		$20K Hold
900
– – ﹤0.01% 364
2016
Q4 		$23K Hold
900
– – ﹤0.01% 303
2016
Q3 		$26K Hold
900
– – ﹤0.01% 288
2016
Q2 		$28K Hold
900
– – ﹤0.01% 266
2016
Q1 		$26K Hold
900
– – ﹤0.01% 274
2015
Q4 		$24K Hold
900
– – ﹤0.01% 282
2015
Q3 		$22K Hold
900
– – 0.01% 300
2015
Q2 		$20K Hold
900
– – 0.01% 300
2015
Q1 		$24K Buy
+900
New +$24.2K 0.01% 286

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

Allworth Financial's KIM Position: Q2 2026 in Review

Allworth Financial increased its Kimco Realty (KIM) stake by 33% in Q2 2026, buying an estimated $35.8K and bringing the position to 6,067 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Allworth Financial first reported a position in KIM in Q1 2015 and has held it in 46 quarters since. 685 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Allworth Financial held 6,067 shares of Kimco Realty worth $154K as of Q2 2026.
  • Allworth Financial bought 1,494 Kimco Realty shares in Q2 2026, an estimated $35.8K.
  • Kimco Realty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1674 holding.
  • Allworth Financial first reported a position in Kimco Realty in Q1 2015 and has held it in 46 quarters since.
  • 685 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.