EI
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Ellevest Inc’s Kimco Realty KIM Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-13,755
Closed -$279K – 446
2025
Q4 		$279K Buy
13,755
+62
+0.5% +$1.29K 0.04% 341
2025
Q3 		$299K Buy
+13,693
New +$298K 0.04% 331
2023
Q2 		– Sell
-52
Closed -$1.02K – 1015
2023
Q1 		$1.02K Sell
52
-286
-85% -$5.89K ﹤0.01% 1576
2022
Q4 		$7.16K Buy
338
+51
+18% +$1.07K ﹤0.01% 1108
2022
Q3 		$5K Sell
287
-690
-71% -$14.6K ﹤0.01% 1180
2022
Q2 		$19K Buy
977
+115
+13% +$2.64K ﹤0.01% 765
2022
Q1 		$21K Buy
862
+725
+529% +$17.5K ﹤0.01% 732
2021
Q4 		$3K Hold
137
– – ﹤0.01% 1101
2021
Q3 		$3K Buy
137
+73
+114% +$1.56K ﹤0.01% 1064
2021
Q2 		$1K Hold
64
– – ﹤0.01% 1167
2021
Q1 		$1K Buy
64
+11
+21% +$194 ﹤0.01% 1168
2020
Q4 		$1K Sell
53
-24
-31% -$318 ﹤0.01% 1073
2020
Q3 		$1K Sell
77
-146
-65% -$1.72K ﹤0.01% 1022
2020
Q2 		$3K Buy
223
+109
+96% +$1.21K ﹤0.01% 827
2020
Q1 		$1K Sell
114
-26
-19% -$447 ﹤0.01% 912
2019
Q4 		$3K Buy
140
+119
+567% +$2.5K ﹤0.01% 645
2019
Q3 		$0 Buy
+21
New +$400 ﹤0.01% 554

Other funds holding KIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ellevest Inc's KIM Position: Q1 2026 in Review

Ellevest Inc sold out of Kimco Realty (KIM) in Q1 2026, closing a stake of 13,755 shares — an estimated $279K sold.

Ellevest Inc first reported a position in KIM in Q3 2019 and held it in 17 quarters. The position peaked at $299K in Q3 2025. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Ellevest Inc reported no remaining Kimco Realty position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 13,755 Kimco Realty shares in Q1 2026, an estimated $279K.
  • Ellevest Inc first reported a position in Kimco Realty in Q3 2019 and held it in 17 quarters.
  • Ellevest Inc's Kimco Realty position peaked at $299K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.