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
Q2 		$1.04M Buy
41,183
+762
+2% +$18.3K ﹤0.01% 1789
2026
Q1 		$902K Sell
40,421
-2,691
-6% -$59.3K ﹤0.01% 1712
2025
Q4 		$874K Buy
43,112
+2,302
+6% +$47.8K ﹤0.01% 1579
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 $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

Corient Private Wealth's KIM Position: Q2 2026 in Review

Corient Private Wealth increased its Kimco Realty (KIM) stake by 1.9% in Q2 2026, buying an estimated $18.3K and bringing the position to 41,183 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Corient Private Wealth first reported a position in KIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q3 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Corient Private Wealth held 41,183 shares of Kimco Realty worth $1.04M as of Q2 2026.
  • Corient Private Wealth bought 762 Kimco Realty shares in Q2 2026, an estimated $18.3K.
  • Kimco Realty made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1789 holding.
  • Corient Private Wealth first reported a position in Kimco Realty in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Kimco Realty position peaked at $2.85M in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.