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Annis Gardner Whiting Capital Advisors’s Kimco Realty KIM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-229
Closed -$5.15K – 833
2026
Q1 		$5.15K Buy
229
+45
+24% +$992 ﹤0.01% 952
2025
Q4 		$3.73K Sell
184
-303
-62% -$6.29K ﹤0.01% 899
2025
Q3 		$10.6K Sell
487
-178
-27% -$3.87K ﹤0.01% 701
2025
Q2 		$14K Sell
665
-700
-51% -$14.5K ﹤0.01% 637
2025
Q1 		$29K Sell
1,365
-21
-2% -$458 0.01% 406
2024
Q4 		$32.5K Hold
1,386
– – 0.01% 390
2024
Q3 		$32.2K Sell
1,386
-401
-22% -$8.85K 0.01% 412
2024
Q2 		$34.8K Buy
1,787
+233
+15% +$4.37K 0.01% 464
2024
Q1 		$30.5K Buy
1,554
+31
+2% +$617 0.01% 473
2023
Q4 		$32.5K Hold
1,523
– – 0.01% 349
2023
Q3 		$26.8K Buy
+1,523
New +$29.6K 0.01% 360

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's KIM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 229 shares — an estimated $5.15K sold.

Annis Gardner Whiting Capital Advisors first reported a position in KIM in Q3 2023 and held it in 11 quarters. The position peaked at $34.8K in Q2 2024. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 229 Kimco Realty shares in Q2 2026, an estimated $5.15K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Kimco Realty in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Kimco Realty position peaked at $34.8K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.