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Beacon Investment Advisors’s Kimco Realty KIM Stock Holding History

Beacon Investment 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 		$487K Buy
19,200
+90
+0.5% +$2.16K 0.15% 117
2026
Q1 		$429K Sell
19,110
-844
-4% -$18.6K 0.16% 118
2025
Q4 		$404K Sell
19,954
-392
-2% -$8.14K 0.16% 118
2025
Q3 		$445K Sell
20,346
-955
-4% -$20.8K 0.18% 111
2025
Q2 		$446K Buy
21,301
+98
+0.5% +$2.03K 0.19% 111
2025
Q1 		$450K Buy
21,203
+97
+0.5% +$2.12K 0.21% 108
2024
Q4 		$495K Buy
21,106
+83
+0.4% +$2.01K 0.23% 103
2024
Q3 		$488K Buy
21,023
+81
+0.4% +$1.79K 0.23% 104
2024
Q2 		$408K Sell
20,942
-314
-1% -$5.88K 0.21% 110
2024
Q1 		$417K Buy
21,256
+1,244
+6% +$24.7K 0.24% 94
2023
Q4 		$426K Buy
20,012
+98
+0.5% +$1.85K 0.27% 86
2023
Q3 		$350K Sell
19,914
-1,075
-5% -$20.9K 0.25% 92
2023
Q2 		$414K Sell
20,989
-404
-2% -$7.61K 0.28% 90
2023
Q1 		$418K Sell
21,393
-63
-0.3% -$1.3K 0.3% 88
2022
Q4 		$454K Buy
+21,456
New +$451K 0.38% 80

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

Beacon Investment Advisors's KIM Position: Q2 2026 in Review

Beacon Investment Advisors increased its Kimco Realty (KIM) stake by 0.47% in Q2 2026, buying an estimated $2.16K and bringing the position to 19,200 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #117.

Beacon Investment Advisors first reported a position in KIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $495K in Q4 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Beacon Investment Advisors held 19,200 shares of Kimco Realty worth $487K as of Q2 2026.
  • Beacon Investment Advisors bought 90 Kimco Realty shares in Q2 2026, an estimated $2.16K.
  • Kimco Realty made up 0.15% of Beacon Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Beacon Investment Advisors first reported a position in Kimco Realty in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Kimco Realty position peaked at $495K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.