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Dogwood Wealth Management’s Kimco Realty KIM Stock Holding History

Dogwood Wealth Management’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 		$5.98K Sell
236
-18
-7% -$432 ﹤0.01% 478
2026
Q1 		$5.71K Buy
+254
New +$5.6K ﹤0.01% 447
2025
Q4 		– Sell
-223
Closed -$4.63K – 795
2025
Q3 		$4.87K Hold
223
– – ﹤0.01% 403
2025
Q2 		$4.7K Buy
+223
New +$4.62K ﹤0.01% 449
2024
Q3 		– Hold
0
– – – 477
2024
Q2 		– Hold
0
– – – 594
2024
Q1 		– Hold
0
– – – 599
2023
Q4 		– Hold
0
– – – 555

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's KIM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Kimco Realty (KIM) stake by 7.1% in Q2 2026, selling an estimated $432 and leaving 236 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Dogwood Wealth Management first reported a position in KIM in Q2 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Dogwood Wealth Management held 236 shares of Kimco Realty worth $5.98K as of Q2 2026.
  • Dogwood Wealth Management sold 18 Kimco Realty shares in Q2 2026, an estimated $432.
  • Kimco Realty made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Dogwood Wealth Management first reported a position in Kimco Realty in Q2 2025 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.