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Arkadios Wealth Advisors’s Kimco Realty KIM Stock Holding History

Arkadios Wealth 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 		$616K Sell
24,302
-8,579
-26% -$206K 0.01% 1025
2026
Q1 		$739K Sell
32,881
-3,355
-9% -$73.9K 0.01% 927
2025
Q4 		$735K Buy
36,236
+113
+0.3% +$2.35K 0.01% 837
2025
Q3 		$789K Buy
36,123
+2,530
+8% +$55K 0.02% 741
2025
Q2 		$706K Sell
33,593
-259
-0.8% -$5.37K 0.02% 719
2025
Q1 		$719K Buy
+33,852
New +$739K 0.03% 572
2021
Q4 		– Sell
-3,798
Closed -$78K – 1227
2021
Q3 		$78K Buy
3,798
+729
+24% +$15.6K 0.01% 754
2021
Q2 		$64K Buy
3,069
+1,983
+183% +$41.1K 0.01% 852
2021
Q1 		$20K Buy
1,086
+611
+129% +$10.8K ﹤0.01% 968
2020
Q4 		$7K Sell
475
-1,777
-79% -$23.5K ﹤0.01% 1046
2020
Q3 		$24.8K Buy
2,252
+765
+51% +$9.03K 0.01% 557
2020
Q2 		$17.1K Buy
+1,487
New +$16.5K 0.01% 571

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

Arkadios Wealth Advisors's KIM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Kimco Realty (KIM) stake by 26% in Q2 2026, selling an estimated $206K and leaving 24,302 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1025.

Arkadios Wealth Advisors first reported a position in KIM in Q2 2020 and has held it in 12 quarters since. The position peaked at $789K in Q3 2025. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Arkadios Wealth Advisors held 24,302 shares of Kimco Realty worth $616K as of Q2 2026.
  • Arkadios Wealth Advisors sold 8,579 Kimco Realty shares in Q2 2026, an estimated $206K.
  • Kimco Realty made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1025 holding.
  • Arkadios Wealth Advisors first reported a position in Kimco Realty in Q2 2020 and has held it in 12 quarters since.
  • Arkadios Wealth Advisors's Kimco Realty position peaked at $789K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.