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Bogart Wealth LLC’s Kimco Realty KIM Stock Holding History

Bogart Wealth LLC’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 		$27.9K Buy
1,102
+102
+10% +$2.45K ﹤0.01% 695
2026
Q1 		$22.5K Sell
1,000
-24
-2% -$529 ﹤0.01% 689
2025
Q4 		$20.8K Buy
1,024
+24
+2% +$498 ﹤0.01% 669
2025
Q3 		$21.9K Hold
1,000
– – ﹤0.01% 637
2025
Q2 		$21K Sell
1,000
-23
-2% -$477 ﹤0.01% 619
2025
Q1 		$21.7K Buy
1,023
+23
+2% +$502 ﹤0.01% 569
2024
Q4 		$23.4K Sell
1,000
-60
-6% -$1.45K ﹤0.01% 553
2024
Q3 		$24.6K Buy
1,060
+1
+0.1% +$22 ﹤0.01% 519
2024
Q2 		$20.6K Sell
1,059
-42
-4% -$787 ﹤0.01% 529
2024
Q1 		$21.6K Buy
1,101
+1
+0.1% +$20 ﹤0.01% 504
2023
Q4 		$23.4K Buy
+1,100
New +$20.8K ﹤0.01% 483

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's KIM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Kimco Realty (KIM) stake by 10% in Q2 2026, buying an estimated $2.45K and bringing the position to 1,102 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Bogart Wealth LLC first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Bogart Wealth LLC held 1,102 shares of Kimco Realty worth $27.9K as of Q2 2026.
  • Bogart Wealth LLC bought 102 Kimco Realty shares in Q2 2026, an estimated $2.45K.
  • Kimco Realty made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #695 holding.
  • Bogart Wealth LLC first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.