Cerity Partners
KIM icon

Cerity Partners’s Kimco Realty KIM Stock Holding History

Cerity Partners’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 		$3.74M Buy
147,418
+95,894
+186% +$2.3M ﹤0.01% 1242
2026
Q1 		$1.16M Buy
51,524
+31,227
+154% +$688K ﹤0.01% 1778
2025
Q4 		$411K Sell
20,297
-10,811
-35% -$224K ﹤0.01% 2221
2025
Q3 		$680K Buy
31,108
+9,381
+43% +$204K ﹤0.01% 1789
2025
Q2 		$457K Sell
21,727
-2,155
-9% -$44.7K ﹤0.01% 1912
2025
Q1 		$507K Sell
23,882
-4,886
-17% -$107K ﹤0.01% 1748
2024
Q4 		$669K Sell
28,768
-8,056
-22% -$195K ﹤0.01% 1605
2024
Q3 		$855K Buy
36,824
+15,351
+71% +$339K ﹤0.01% 1477
2024
Q2 		$418K Sell
21,473
-6,838
-24% -$128K ﹤0.01% 1633
2024
Q1 		$555K Buy
+28,311
New +$563K ﹤0.01% 1550

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

Cerity Partners's KIM Position: Q2 2026 in Review

Cerity Partners increased its Kimco Realty (KIM) stake by 186% in Q2 2026, buying an estimated $2.3M and bringing the position to 147,418 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Cerity Partners first reported a position in KIM in Q1 2024 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Cerity Partners held 147,418 shares of Kimco Realty worth $3.74M as of Q2 2026.
  • Cerity Partners bought 95,894 Kimco Realty shares in Q2 2026, an estimated $2.3M.
  • Kimco Realty made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1242 holding.
  • Cerity Partners first reported a position in Kimco Realty in Q1 2024 and has held it in 10 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.