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Capital Analysts LLC’s Kimco Realty KIM Stock Holding History

Capital Analysts 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 		$164K Buy
6,478
+50
+0.8% +$1.2K ﹤0.01% 731
2026
Q1 		$144K Buy
6,428
+326
+5% +$7.18K ﹤0.01% 705
2025
Q4 		$124K Buy
+6,102
New +$127K ﹤0.01% 720

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

Capital Analysts LLC's KIM Position: Q2 2026 in Review

Capital Analysts LLC increased its Kimco Realty (KIM) stake by 0.78% in Q2 2026, buying an estimated $1.2K and bringing the position to 6,478 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Capital Analysts LLC first reported a position in KIM in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Capital Analysts LLC held 6,478 shares of Kimco Realty worth $164K as of Q2 2026.
  • Capital Analysts LLC bought 50 Kimco Realty shares in Q2 2026, an estimated $1.2K.
  • Kimco Realty made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #731 holding.
  • Capital Analysts LLC first reported a position in Kimco Realty in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.