Doliver Advisors
KIM icon

Doliver Advisors’s Kimco Realty KIM Stock Holding History

Doliver Advisors’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
Q3 		$313K Sell
14,078
-235
-2% -$5.71K 0.07% 152
2026
Q2 		$363K Sell
14,313
-1,070
-7% -$25.7K 0.08% 150
2026
Q1 		$346K Hold
15,383
– – 0.08% 143
2025
Q4 		$312K Buy
15,383
+770
+5% +$16K 0.08% 151
2025
Q3 		$319K Buy
+14,613
New +$318K 0.08% 151

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Doliver Advisors's KIM Position: Q3 2026 in Review

Doliver Advisors reduced its Kimco Realty (KIM) stake by 1.6% in Q3 2026, selling an estimated $5.71K and leaving 14,078 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #152.

Doliver Advisors first reported a position in KIM in Q3 2025 and has held it in 5 quarters since. The position peaked at $363K in Q2 2026. 406 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Doliver Advisors held 14,078 shares of Kimco Realty worth $313K as of Q3 2026.
  • Doliver Advisors sold 235 Kimco Realty shares in Q3 2026, an estimated $5.71K.
  • Kimco Realty made up 0.07% of Doliver Advisors's portfolio in Q3 2026, its #152 holding.
  • Doliver Advisors first reported a position in Kimco Realty in Q3 2025 and has held it in 5 quarters since.
  • Doliver Advisors's Kimco Realty position peaked at $363K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.