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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's KIM Position: Q2 2026 in Review

Elevation Wealth Partners held its Kimco Realty (KIM) position steady in Q2 2026 at 600 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Elevation Wealth Partners first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. 82 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Elevation Wealth Partners held 600 shares of Kimco Realty worth $15.2K as of Q2 2026.
  • Elevation Wealth Partners left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #673 holding.
  • Elevation Wealth Partners first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • 82 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.