Costello Asset Management’s Kimco Realty KIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.9K Buy
1,102
+6
+0.5% +$144 0.01% 349
2026
Q1
$24.6K Buy
1,096
+5
+0.5% +$110 0.01% 352
2025
Q4
$22.1K Buy
1,091
+6
+0.6% +$125 0.01% 361
2025
Q3
$23.7K Sell
1,085
-8
-0.7% -$174 0.01% 349
2025
Q2
$23K Sell
1,093
-9
-0.8% -$187 0.01% 346
2025
Q1
$23.4K Buy
+1,102
New +$24.1K 0.01% 326

Other funds holding KIM

Costello Asset Management's KIM Position: Q2 2026 in Review

Costello Asset Management increased its Kimco Realty (KIM) stake by 0.55% in Q2 2026, buying an estimated $144 and bringing the position to 1,102 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #349.

Costello Asset Management first reported a position in KIM in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Costello Asset Management held 1,102 shares of Kimco Realty worth $27.9K as of Q2 2026.
  • Costello Asset Management bought 6 Kimco Realty shares in Q2 2026, an estimated $144.
  • Kimco Realty made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #349 holding.
  • Costello Asset Management first reported a position in Kimco Realty in Q1 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.