Balance Wealth
KIM icon

Balance Wealth’s Kimco Realty KIM Stock Holding History

Balance 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
Q3 		$79 Buy
+4
New +$97 ﹤0.01% 957

Other funds holding KIM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Balance Wealth's KIM Position: Q3 2026 in Review

Balance Wealth opened a new position in Kimco Realty (KIM) in Q3 2026: 4 shares worth $79. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

574 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Balance Wealth held 4 shares of Kimco Realty worth $79 as of Q3 2026.
  • Kimco Realty was a new Balance Wealth position in Q3 2026.
  • Kimco Realty made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #957 holding.
  • 574 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.