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Ballentine Partners’s Kimco Realty KIM Stock Holding History

Ballentine Partners’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 		$268K Buy
+10,582
New +$254K ﹤0.01% 852

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

Ballentine Partners's KIM Position: Q2 2026 in Review

Ballentine Partners opened a new position in Kimco Realty (KIM) in Q2 2026: 10,582 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Ballentine Partners held 10,582 shares of Kimco Realty worth $268K as of Q2 2026.
  • Kimco Realty was a new Ballentine Partners position in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #852 holding.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.