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Chapman Financial Group’s Kimco Realty KIM Stock Holding History

Chapman Financial Group’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
Q3 		$1.11K Hold
50
– – ﹤0.01% 254
2026
Q2 		$1.27K Hold
50
– – ﹤0.01% 251
2026
Q1 		$1.12K Buy
+50
New +$1.1K ﹤0.01% 255

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Chapman Financial Group's KIM Position: Q3 2026 in Review

Chapman Financial Group held its Kimco Realty (KIM) position steady in Q3 2026 at 50 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Chapman Financial Group first reported a position in KIM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.27K in Q2 2026. 406 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Chapman Financial Group held 50 shares of Kimco Realty worth $1.11K as of Q3 2026.
  • Chapman Financial Group left its Kimco Realty share count unchanged in Q3 2026.
  • Kimco Realty made up ﹤0.01% of Chapman Financial Group's portfolio in Q3 2026, its #254 holding.
  • Chapman Financial Group first reported a position in Kimco Realty in Q1 2026 and has held it in 3 quarters since.
  • Chapman Financial Group's Kimco Realty position peaked at $1.27K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.