Charles Schwab’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290M | Buy |
11,457,411
+550,487
| +5% | +$13.2M | 0.04% | 353 |
|
|
2026
Q1 | $245M | Buy |
10,906,924
+272,248
| +3% | +$6M | 0.04% | 365 |
|
|
2025
Q4 | $216M | Buy |
10,634,676
+458,841
| +5% | +$9.53M | 0.03% | 390 |
|
|
2025
Q3 | $222M | Buy |
10,175,835
+154,781
| +2% | +$3.36M | 0.04% | 379 |
|
|
2025
Q2 | $211M | Buy |
10,021,054
+302,258
| +3% | +$6.27M | 0.04% | 384 |
|
|
2025
Q1 | $206M | Buy |
9,718,796
+137,249
| +1% | +$3M | 0.04% | 371 |
|
|
2024
Q4 | $224M | Buy |
9,581,547
+101,293
| +1% | +$2.45M | 0.04% | 349 |
|
|
2024
Q3 | $220M | Buy |
9,480,254
+405,685
| +4% | +$8.96M | 0.04% | 350 |
|
|
2024
Q2 | $177M | Sell |
9,074,569
-55,369
| -0.6% | -$1.04M | 0.03% | 423 |
|
|
2024
Q1 | $179M | Buy |
9,129,938
+560,421
| +7% | +$11.1M | 0.04% | 383 |
|
|
2023
Q4 | $183M | Buy |
8,569,517
+536,000
| +7% | +$10.1M | 0.05% | 346 |
|
|
2023
Q3 | $141M | Buy |
8,033,517
+146,626
| +2% | +$2.85M | 0.04% | 384 |
|
|
2023
Q2 | $156M | Buy |
7,886,891
+27,220
| +0.3% | +$513K | 0.04% | 364 |
|
|
2023
Q1 | $153M | Buy |
7,859,671
+43,232
| +0.6% | +$890K | 0.05% | 357 |
|
|
2022
Q4 | $166M | Buy |
7,816,439
+336,358
| +4% | +$7.07M | 0.05% | 324 |
|
|
2022
Q3 | $138M | Buy |
7,480,081
+79,501
| +1% | +$1.68M | 0.05% | 347 |
|
|
2022
Q2 | $146M | Sell |
7,400,580
-33,363
| -0.4% | -$767K | 0.05% | 330 |
|
|
2022
Q1 | $184M | Buy |
7,433,943
+182,617
| +3% | +$4.41M | 0.06% | 312 |
|
|
2021
Q4 | $179M | Buy |
7,251,326
+176,822
| +2% | +$4.09M | 0.05% | 331 |
|
|
2021
Q3 | $147M | Buy |
7,074,504
+2,205,136
| +45% | +$47.1M | 0.05% | 354 |
|
|
2021
Q2 | $102M | Buy |
4,869,368
+17,950
| +0.4% | +$372K | 0.03% | 485 |
|
|
2021
Q1 | $91M | Buy |
4,851,418
+117,105
| +2% | +$2.07M | 0.03% | 495 |
|
|
2020
Q4 | $71.1M | Buy |
4,734,313
+21,509
| +0.5% | +$285K | 0.03% | 580 |
|
|
2020
Q3 | $53.1M | Sell |
4,712,804
-110,571
| -2% | -$1.31M | 0.02% | 638 |
|
|
2020
Q2 | $61.9M | Sell |
4,823,375
-1,814,115
| -27% | -$20.2M | 0.03% | 532 |
|
|
2020
Q1 | $64.2M | Buy |
6,637,490
+247,405
| +4% | +$4.25M | 0.04% | 430 |
|
|
2019
Q4 | $132M | Buy |
6,390,085
+150,117
| +2% | +$3.15M | 0.07% | 255 |
|
|
2019
Q3 | $130M | Buy |
6,239,968
+166,980
| +3% | +$3.18M | 0.08% | 248 |
|
|
2019
Q2 | $112M | Buy |
6,072,988
+180,177
| +3% | +$3.26M | 0.07% | 270 |
|
|
2019
Q1 | $109M | Buy |
5,892,811
+293,934
| +5% | +$5.04M | 0.07% | 261 |
|
|
2018
Q4 | $82M | Buy |
5,598,877
+173,797
| +3% | +$2.73M | 0.06% | 285 |
|
|
2018
Q3 | $90.8M | Buy |
5,425,080
+307,058
| +6% | +$5.15M | 0.06% | 296 |
|
|
2018
Q2 | $87M | Buy |
5,118,022
+348,478
| +7% | +$5.26M | 0.06% | 292 |
|
|
2018
Q1 | $68.7M | Buy |
4,769,544
+188,579
| +4% | +$2.9M | 0.05% | 340 |
|
|
2017
Q4 | $83.1M | Buy |
4,580,965
+254,820
| +6% | +$4.77M | 0.07% | 280 |
|
|
2017
Q3 | $84.6M | Buy |
4,326,145
+778,177
| +22% | +$15.3M | 0.07% | 257 |
|
|
2017
Q2 | $65.1M | Buy |
3,547,968
+354,057
| +11% | +$6.94M | 0.06% | 305 |
|
|
2017
Q1 | $70.6M | Sell |
3,193,911
-13,586
| -0.4% | -$326K | 0.07% | 273 |
|
|
2016
Q4 | $80.7M | Buy |
3,207,497
+79,782
| +3% | +$2.1M | 0.09% | 220 |
|
|
2016
Q3 | $90.5M | Buy |
3,127,715
+236,556
| +8% | +$7.21M | 0.11% | 177 |
|
|
2016
Q2 | $90.7M | Buy |
2,891,159
+389,933
| +16% | +$11.2M | 0.11% | 170 |
|
|
2016
Q1 | $72M | Buy |
2,501,226
+64,186
| +3% | +$1.73M | 0.09% | 206 |
|
|
2015
Q4 | $64.5M | Buy |
2,437,040
+11,380
| +0.5% | +$296K | 0.09% | 219 |
|
|
2015
Q3 | $59.3M | Buy |
2,425,660
+73,182
| +3% | +$1.76M | 0.09% | 225 |
|
|
2015
Q2 | $53M | Buy |
2,352,478
+354,328
| +18% | +$8.65M | 0.07% | 260 |
|
|
2015
Q1 | $53.7M | Buy |
1,998,150
+93,385
| +5% | +$2.51M | 0.08% | 261 |
|
|
2014
Q4 | $47.9M | Buy |
1,904,765
+108,898
| +6% | +$2.66M | 0.07% | 271 |
|
|
2014
Q3 | $39.3M | Sell |
1,795,867
-7,924
| -0.4% | -$182K | 0.06% | 284 |
|
|
2014
Q2 | $41.5M | Buy |
1,803,791
+175,641
| +11% | +$3.99M | 0.07% | 266 |
|
|
2014
Q1 | $35.6M | Buy |
1,628,150
+279,989
| +21% | +$5.96M | 0.06% | 285 |
|
|
2013
Q4 | $26.6M | Buy |
1,348,161
+30,828
| +2% | +$637K | 0.05% | 355 |
|
|
2013
Q3 | $26.6M | Buy |
1,317,333
+46,035
| +4% | +$982K | 0.05% | 335 |
|
|
2013
Q2 | $26.8M | Buy |
+1,271,298
| New | +$29.1M | 0.06% | 308 |
|
Other funds holding KIM
AAMU
Charles Schwab's KIM Position: Q2 2026 in Review
Charles Schwab increased its Kimco Realty (KIM) stake by 5% in Q2 2026, buying an estimated $13.2M and bringing the position to 11,457,411 shares worth $290M. The position accounts for 0.04% of the portfolio, ranked #353.
Charles Schwab first reported a position in KIM in Q2 2013 and has held it in 53 quarters since. 687 funds tracked by Wall St. Rank hold KIM as of Q2 2026.
- Charles Schwab held 11,457,411 shares of Kimco Realty worth $290M as of Q2 2026.
- Charles Schwab bought 550,487 Kimco Realty shares in Q2 2026, an estimated $13.2M.
- Kimco Realty made up 0.04% of Charles Schwab's portfolio in Q2 2026, its #353 holding.
- Charles Schwab first reported a position in Kimco Realty in Q2 2013 and has held it in 53 quarters since.
- 687 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.