EP
KIM icon

Edgestream Partners’s Kimco Realty KIM Stock Holding History

Edgestream Partners’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 		– Sell
-133,478
Closed -$3M – 1061
2026
Q1 		$3M Buy
+133,478
New +$2.94M 0.1% 383
2025
Q4 		– Sell
-385,141
Closed -$8.42M – 1056
2025
Q3 		$8.42M Buy
385,141
+268,699
+231% +$5.84M 0.25% 99
2025
Q2 		$2.45M Buy
116,442
+373
+0.3% +$7.73K 0.07% 487
2025
Q1 		$2.47M Sell
116,069
-210,013
-64% -$4.58M 0.08% 433
2024
Q4 		$7.64M Buy
326,082
+198,587
+156% +$4.81M 0.33% 45
2024
Q3 		$2.96M Buy
127,495
+33,712
+36% +$744K 0.13% 281
2024
Q2 		$1.83M Buy
+93,783
New +$1.76M 0.09% 365
2023
Q4 		– Sell
-106,734
Closed -$1.88M – 952
2023
Q3 		$1.88M Buy
106,734
+17,149
+19% +$333K 0.15% 212
2023
Q2 		$1.77M Sell
89,585
-58,628
-40% -$1.1M 0.16% 217
2023
Q1 		$2.89M Buy
148,213
+130,687
+746% +$2.69M 0.32% 71
2022
Q4 		$371K Buy
17,526
+2,648
+18% +$55.7K 0.04% 410
2022
Q3 		$274K Sell
14,878
-27,834
-65% -$587K 0.02% 406
2022
Q2 		$844K Buy
42,712
+8,514
+25% +$196K 0.07% 349
2022
Q1 		$845K Sell
34,198
-15,412
-31% -$372K 0.07% 352
2021
Q4 		$1.22M Sell
49,610
-6,845
-12% -$158K 0.08% 284
2021
Q3 		$1.17M Buy
+56,455
New +$1.21M 0.07% 302
2021
Q1 		– Sell
-89,045
Closed -$1.34M – 409
2020
Q4 		$1.34M Sell
89,045
-116,818
-57% -$1.55M 0.07% 270
2020
Q3 		$2.32M Buy
205,863
+136,526
+197% +$1.61M 0.15% 178
2020
Q2 		$890K Sell
69,337
-65,289
-48% -$726K 0.05% 253
2020
Q1 		$1.3M Buy
+134,626
New +$2.31M 0.12% 181

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

Edgestream Partners's KIM Position: Q2 2026 in Review

Edgestream Partners sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 133,478 shares — an estimated $3M sold.

Edgestream Partners first reported a position in KIM in Q1 2020 and held it in 20 quarters. The position peaked at $8.42M in Q3 2025. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Edgestream Partners reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 133,478 Kimco Realty shares in Q2 2026, an estimated $3M.
  • Edgestream Partners first reported a position in Kimco Realty in Q1 2020 and held it in 20 quarters.
  • Edgestream Partners's Kimco Realty position peaked at $8.42M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.