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Dynamic Wealth Strategies’s Kimco Realty KIM Stock Holding History

Dynamic Wealth Strategies’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 		$17.7K Sell
700
-100
-13% -$2.4K 0.01% 208
2026
Q1 		$18K Sell
800
-351
-30% -$7.73K 0.01% 201
2025
Q4 		$23.3K Hold
1,151
– – 0.01% 172
2025
Q3 		$25.1K Buy
1,151
+247
+27% +$5.37K 0.02% 160
2025
Q2 		$19K Sell
904
-869
-49% -$18K 0.01% 165
2025
Q1 		$37.7K Buy
+1,773
New +$38.7K 0.03% 140
2024
Q4 		– Sell
-1,753
Closed -$41K – 156
2024
Q3 		$41K Buy
1,753
+884
+102% +$19.5K 0.03% 135
2024
Q2 		$17K Hold
869
– – 0.01% 167
2024
Q1 		$17K Sell
869
-250
-22% -$4.97K 0.01% 172
2023
Q4 		$23.8K Buy
+1,119
New +$21.1K 0.02% 151

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

Dynamic Wealth Strategies's KIM Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Kimco Realty (KIM) stake by 13% in Q2 2026, selling an estimated $2.4K and leaving 700 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #208.

Dynamic Wealth Strategies first reported a position in KIM in Q4 2023 and has held it in 10 quarters since. The position peaked at $41K in Q3 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Dynamic Wealth Strategies held 700 shares of Kimco Realty worth $17.7K as of Q2 2026.
  • Dynamic Wealth Strategies sold 100 Kimco Realty shares in Q2 2026, an estimated $2.4K.
  • Kimco Realty made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #208 holding.
  • Dynamic Wealth Strategies first reported a position in Kimco Realty in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Kimco Realty position peaked at $41K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.