CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Kimco Realty KIM Stock Holding History

CAPTRUST Financial 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 		$1.1M Buy
43,372
+4,173
+11% +$100K ﹤0.01% 1698
2026
Q1 		$881K Buy
39,199
+21,533
+122% +$474K ﹤0.01% 1687
2025
Q4 		$358K Sell
17,666
-5,566
-24% -$116K ﹤0.01% 2114
2025
Q3 		$508K Buy
23,232
+3,700
+19% +$80.4K ﹤0.01% 1811
2025
Q2 		$411K Sell
19,532
-333
-2% -$6.91K ﹤0.01% 1856
2025
Q1 		$422K Sell
19,865
-336
-2% -$7.33K ﹤0.01% 1738
2024
Q4 		$473K Buy
20,201
+5,544
+38% +$134K ﹤0.01% 1631
2024
Q3 		$340K Buy
14,657
+482
+3% +$10.6K ﹤0.01% 1816
2024
Q2 		$276K Sell
14,175
-112
-0.8% -$2.1K ﹤0.01% 1859
2024
Q1 		$280K Sell
14,287
-13,476
-49% -$268K ﹤0.01% 1810
2023
Q4 		$592K Sell
27,763
-653
-2% -$12.3K ﹤0.01% 1628
2023
Q3 		$500K Buy
28,416
+1,981
+7% +$38.5K ﹤0.01% 1651
2023
Q2 		$521K Sell
26,435
-1,555
-6% -$29.3K ﹤0.01% 1600
2023
Q1 		$547K Buy
27,990
+790
+3% +$16.3K ﹤0.01% 1363
2022
Q4 		$576K Sell
27,200
-861
-3% -$18.1K ﹤0.01% 1264
2022
Q3 		$517K Buy
+28,061
New +$592K ﹤0.01% 1228

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

CAPTRUST Financial Advisors's KIM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Kimco Realty (KIM) stake by 11% in Q2 2026, buying an estimated $100K and bringing the position to 43,372 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

CAPTRUST Financial Advisors first reported a position in KIM in Q3 2022 and has held it in 16 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • CAPTRUST Financial Advisors held 43,372 shares of Kimco Realty worth $1.1M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,173 Kimco Realty shares in Q2 2026, an estimated $100K.
  • Kimco Realty made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1698 holding.
  • CAPTRUST Financial Advisors first reported a position in Kimco Realty in Q3 2022 and has held it in 16 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.