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

Cassaday & 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 		$229 Hold
9
– – ﹤0.01% 1210
2026
Q1 		$203 Buy
+9
New +$198 ﹤0.01% 1269

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

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

Cassaday & Co Wealth Management held its Kimco Realty (KIM) position steady in Q2 2026 at 9 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Cassaday & Co Wealth Management first reported a position in KIM in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Cassaday & Co Wealth Management held 9 shares of Kimco Realty worth $229 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1210 holding.
  • Cassaday & Co Wealth Management first reported a position in Kimco Realty in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.