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Bartlett & Co Wealth Management’s Kimco Realty KIM Stock Holding History

Bartlett & Co Wealth Management’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 		$1.82K Buy
72
+44
+157% +$1.06K ﹤0.01% 1174
2026
Q1 		$655 Sell
28
-184
-87% -$4.05K ﹤0.01% 1156
2025
Q4 		$4.3K Hold
212
– – ﹤0.01% 1032
2025
Q3 		$4.63K Buy
212
+206
+3,433% +$4.48K ﹤0.01% 1017
2025
Q2 		$126 Buy
+6
New +$124 ﹤0.01% 1218

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

Bartlett & Co Wealth Management's KIM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Kimco Realty (KIM) stake by 157% in Q2 2026, buying an estimated $1.06K and bringing the position to 72 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Bartlett & Co Wealth Management first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.63K in Q3 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Bartlett & Co Wealth Management held 72 shares of Kimco Realty worth $1.82K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 44 Kimco Realty shares in Q2 2026, an estimated $1.06K.
  • Kimco Realty made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1174 holding.
  • Bartlett & Co Wealth Management first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's Kimco Realty position peaked at $4.63K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.