Clayton Financial Group’s Kimco Realty KIM Stock Holding History

Clayton 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 Q2	–	Sell	-124	Closed	-$2.79K	–	343
2026 Q1	$2.79K	Buy	124 +82	+195%	+$1.81K	﹤0.01%	413
2025 Q4	$852	Buy	+42	New	+$872	﹤0.01%	561

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Clayton Financial Group's KIM Position: Q2 2026 in Review

Clayton Financial Group sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 124 shares — an estimated $2.79K sold.

Clayton Financial Group first reported a position in KIM in Q4 2025 and held it in 2 quarters. The position peaked at $2.79K in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Clayton Financial Group reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 124 Kimco Realty shares in Q2 2026, an estimated $2.79K.
Clayton Financial Group first reported a position in Kimco Realty in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Kimco Realty position peaked at $2.79K in Q1 2026.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.