AW
KIM icon

Avion Wealth’s Kimco Realty KIM Stock Holding History

Avion Wealth’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 		$12K Buy
475
+71
+18% +$1.7K ﹤0.01% 541
2026
Q1 		$9K Hold
404
– – ﹤0.01% 518
2025
Q4 		$8K Buy
404
+26
+7% +$540 ﹤0.01% 549
2025
Q3 		$8K Buy
378
+24
+7% +$522 ﹤0.01% 539
2025
Q2 		$7K Sell
354
-3
-0.8% -$62 ﹤0.01% 548
2025
Q1 		$8K Hold
357
– – ﹤0.01% 442
2024
Q4 		$8K Buy
357
+22
+7% +$533 ﹤0.01% 441
2024
Q3 		$7K Buy
335
+22
+7% +$486 ﹤0.01% 449
2024
Q2 		$6K Buy
313
+54
+21% +$1.01K ﹤0.01% 432
2024
Q1 		$6K Hold
259
– – ﹤0.01% 423
2023
Q4 		$6K Sell
259
-27
-9% -$510 ﹤0.01% 371
2023
Q3 		$5K Hold
286
– – ﹤0.01% 363
2023
Q2 		$5K Sell
286
-6
-2% -$113 ﹤0.01% 357
2023
Q1 		$6K Buy
292
+33
+13% +$679 ﹤0.01% 302
2022
Q4 		$4K Hold
259
– – ﹤0.01% 338
2022
Q3 		$5K Sell
259
-10
-4% -$211 ﹤0.01% 331
2022
Q2 		$5K Buy
269
+10
+4% +$230 ﹤0.01% 327
2022
Q1 		$6K Hold
259
– – ﹤0.01% 279
2021
Q4 		$6K Hold
259
– – ﹤0.01% 279
2021
Q3 		$5K Buy
+259
New +$5.54K ﹤0.01% 284

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

Avion Wealth's KIM Position: Q2 2026 in Review

Avion Wealth increased its Kimco Realty (KIM) stake by 18% in Q2 2026, buying an estimated $1.7K and bringing the position to 475 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Avion Wealth first reported a position in KIM in Q3 2021 and has held it in 20 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Avion Wealth held 475 shares of Kimco Realty worth $12K as of Q2 2026.
  • Avion Wealth bought 71 Kimco Realty shares in Q2 2026, an estimated $1.7K.
  • Kimco Realty made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #541 holding.
  • Avion Wealth first reported a position in Kimco Realty in Q3 2021 and has held it in 20 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.