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Concurrent Investment Advisors’s Kimco Realty KIM Stock Holding History

Concurrent Investment 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 		$1.25M Buy
49,206
+1,532
+3% +$36.8K 0.01% 905
2026
Q1 		$1.07M Buy
47,674
+5,080
+12% +$112K 0.01% 847
2025
Q4 		$863K Buy
42,594
+925
+2% +$19.2K 0.01% 899
2025
Q3 		$910K Buy
41,669
+146
+0.4% +$3.17K 0.02% 683
2025
Q2 		$873K Buy
41,523
+964
+2% +$20K 0.02% 640
2025
Q1 		$861K Buy
40,559
+12,700
+46% +$277K 0.02% 587
2024
Q4 		$653K Sell
27,859
-667
-2% -$16.2K 0.02% 601
2024
Q3 		$662K Sell
28,526
-1,840
-6% -$40.6K 0.02% 557
2024
Q2 		$591K Buy
+30,366
New +$569K 0.02% 545

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 $3.37T AUM 44.26% 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

Concurrent Investment Advisors's KIM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Kimco Realty (KIM) stake by 3.2% in Q2 2026, buying an estimated $36.8K and bringing the position to 49,206 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #905.

Concurrent Investment Advisors first reported a position in KIM in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Concurrent Investment Advisors held 49,206 shares of Kimco Realty worth $1.25M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,532 Kimco Realty shares in Q2 2026, an estimated $36.8K.
  • Kimco Realty made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #905 holding.
  • Concurrent Investment Advisors first reported a position in Kimco Realty in Q2 2024 and has held it in 9 quarters since.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.