Corient Private Wealth
KIM icon

Corient Private Wealth’s Kimco Realty KIM Stock Holding History

Corient Private Wealth’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 		$902K Sell
40,421
-45,996
-53% -$1.01M ﹤0.01% 1712
2025
Q4 		$1.75M Buy
86,417
+45,607
+112% +$947K ﹤0.01% 1594
2025
Q3 		$892K Sell
40,810
-33,823
-45% -$735K ﹤0.01% 1480
2025
Q2 		$1.57M Buy
74,633
+39,752
+114% +$824K ﹤0.01% 1149
2025
Q1 		$741K Sell
34,881
-61,151
-64% -$1.33M ﹤0.01% 1419
2024
Q4 		$1.38M Sell
96,032
-26,634
-22% -$645K ﹤0.01% 1161
2024
Q3 		$2.85M Buy
122,666
+26,253
+27% +$580K ﹤0.01% 944
2024
Q2 		$1.88M Buy
96,413
+6,737
+8% +$126K ﹤0.01% 1049
2024
Q1 		$1.76M Buy
89,676
+11,658
+15% +$232K ﹤0.01% 1082
2023
Q4 		$1.66M Buy
78,018
+4,984
+7% +$94.1K ﹤0.01% 1087
2023
Q3 		$1.28M Buy
73,034
+23,730
+48% +$461K ﹤0.01% 1106
2023
Q2 		$972K Sell
49,304
-21,837
-31% -$411K ﹤0.01% 1164
2023
Q1 		$1.39M Buy
71,141
+24,124
+51% +$496K ﹤0.01% 967
2022
Q4 		$996K Buy
+47,017
New +$988K ﹤0.01% 917

Other funds holding KIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Corient Private Wealth's KIM Position: Q1 2026 in Review

Corient Private Wealth reduced its Kimco Realty (KIM) stake by 53% in Q1 2026, selling an estimated $1.01M and leaving 40,421 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Corient Private Wealth first reported a position in KIM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.85M in Q3 2024. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Corient Private Wealth held 40,421 shares of Kimco Realty worth $902K as of Q1 2026.
  • Corient Private Wealth sold 45,996 Kimco Realty shares in Q1 2026, an estimated $1.01M.
  • Kimco Realty made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1712 holding.
  • Corient Private Wealth first reported a position in Kimco Realty in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Kimco Realty position peaked at $2.85M in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.