Clearstead Advisors’s Kimco Realty KIM Stock Holding History

Clearstead Advisors’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	$37.4K	Buy	1,474 +889	+152%	+$21.3K	﹤0.01%	1596
2026 Q1	$13.1K	Sell	585 -1,841	-76%	-$40.6K	﹤0.01%	1531
2025 Q4	$49.2K	Buy	2,426 +1,166	+93%	+$24.2K	﹤0.01%	1414
2025 Q3	$27.5K	Buy	1,260 +120	+11%	+$2.61K	﹤0.01%	1497
2025 Q2	$24K	Buy	1,140 +534	+88%	+$11.1K	﹤0.01%	1549
2025 Q1	$12.9K	Hold	606	–	–	﹤0.01%	1545
2024 Q4	$14.2K	Hold	606	–	–	﹤0.01%	1486
2024 Q3	$14.1K	Buy	606 +290	+92%	+$6.4K	﹤0.01%	1513
2024 Q2	$6.15K	Buy	+316	New	+$5.92K	﹤0.01%	1651
2022 Q3	–	Sell	-422	Closed	-$8K	–	1307
2022 Q2	$8K	Hold	422	–	–	﹤0.01%	951
2022 Q1	$10K	Hold	422	–	–	﹤0.01%	986
2021 Q4	$10K	Hold	422	–	–	﹤0.01%	928
2021 Q3	$9K	Buy	+422	New	+$9.02K	﹤0.01%	956
2021 Q1	–	Sell	-488	Closed	-$7K	–	1151
2020 Q4	$7K	Hold	488	–	–	﹤0.01%	768
2020 Q3	$5K	Hold	488	–	–	﹤0.01%	740
2020 Q2	$6K	Hold	488	–	–	﹤0.01%	651
2020 Q1	$5K	Buy	+488	New	+$8.38K	﹤0.01%	643

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

Clearstead Advisors's KIM Position: Q2 2026 in Review

Clearstead Advisors increased its Kimco Realty (KIM) stake by 152% in Q2 2026, buying an estimated $21.3K and bringing the position to 1,474 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Clearstead Advisors first reported a position in KIM in Q1 2020 and has held it in 17 quarters since. The position peaked at $49.2K in Q4 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Clearstead Advisors held 1,474 shares of Kimco Realty worth $37.4K as of Q2 2026.
Clearstead Advisors bought 889 Kimco Realty shares in Q2 2026, an estimated $21.3K.
Kimco Realty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1596 holding.
Clearstead Advisors first reported a position in Kimco Realty in Q1 2020 and has held it in 17 quarters since.
Clearstead Advisors's Kimco Realty position peaked at $49.2K in Q4 2025.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.