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Coppell Advisory Solutions’s Kimco Realty KIM Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-11,026
Closed -$224K – 209
2025
Q4 		$224K Sell
11,026
-517
-4% -$10.7K 0.02% 366
2025
Q3 		$250K Sell
11,543
-850
-7% -$18.5K 0.03% 356
2025
Q2 		$259K Buy
+12,393
New +$257K 0.03% 316
2025
Q1 		– Sell
-12,978
Closed -$301K – 1155
2024
Q4 		$301K Hold
12,978
– – 0.04% 218
2024
Q3 		$298K Sell
12,978
-700
-5% -$15.5K 0.04% 220
2024
Q2 		$266K Buy
+13,678
New +$256K 0.04% 217
2023
Q4 		$307K Buy
14,385
+757
+6% +$14.3K 0.06% 207
2023
Q3 		$289K Buy
13,628
+68
+0.5% +$1.32K 0.1% 140
2023
Q2 		$267K Buy
13,560
+25
+0.2% +$471 0.08% 159
2023
Q1 		$255K Sell
13,535
-93
-0.7% -$1.91K 0.08% 175
2022
Q4 		$289K Buy
+13,628
New +$286K 0.1% 142
2020
Q4 		$277K Buy
+18,465
New +$244K 0.14% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Coppell Advisory Solutions's KIM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Kimco Realty (KIM) in Q1 2026, closing a stake of 11,026 shares — an estimated $224K sold.

Coppell Advisory Solutions first reported a position in KIM in Q4 2020 and held it in 12 quarters. The position peaked at $307K in Q4 2023. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Kimco Realty position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11,026 Kimco Realty shares in Q1 2026, an estimated $224K.
  • Coppell Advisory Solutions first reported a position in Kimco Realty in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's Kimco Realty position peaked at $307K in Q4 2023.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.