Elevation Wealth Partners
KIM icon

Elevation Wealth Partners’s Kimco Realty KIM Stock Holding History

Elevation Wealth 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
Q3 		$18.4K Buy
829
+229
+38% +$5.56K 0.01% 711
2026
Q2 		$15.2K Hold
600
– – ﹤0.01% 673
2026
Q1 		$13.5K Hold
600
– – ﹤0.01% 455
2025
Q4 		$12.2K Hold
600
– – ﹤0.01% 454
2025
Q3 		$13.1K Hold
600
– – ﹤0.01% 370
2025
Q2 		$12.6K Hold
600
– – 0.01% 353
2025
Q1 		$12.7K Hold
600
– – 0.01% 349
2024
Q4 		$14.1K Hold
600
– – 0.01% 341
2024
Q3 		$13.9K Hold
600
– – 0.01% 329
2024
Q2 		$11.7K Hold
600
– – 0.01% 336
2024
Q1 		$11.8K Hold
600
– – 0.01% 343
2023
Q4 		$10.6K Buy
+600
New +$11.3K 0.01% 327

Other funds holding KIM

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Elevation Wealth Partners's KIM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Kimco Realty (KIM) stake by 38% in Q3 2026, buying an estimated $5.56K and bringing the position to 829 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #711.

Elevation Wealth Partners first reported a position in KIM in Q4 2023 and has held it in 12 quarters since. 324 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Elevation Wealth Partners held 829 shares of Kimco Realty worth $18.4K as of Q3 2026.
  • Elevation Wealth Partners bought 229 Kimco Realty shares in Q3 2026, an estimated $5.56K.
  • Kimco Realty made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #711 holding.
  • Elevation Wealth Partners first reported a position in Kimco Realty in Q4 2023 and has held it in 12 quarters since.
  • 324 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.