Envestnet Portfolio Solutions
KIM icon

Envestnet Portfolio Solutions’s Kimco Realty KIM Stock Holding History

Envestnet Portfolio Solutions’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 		$1.1M Buy
43,383
+172
+0.4% +$4.13K 0.01% 672
2026
Q1 		$971K Buy
+43,211
New +$952K 0.01% 641
2025
Q2 		– Sell
-99,877
Closed -$2.12M – 1605
2025
Q1 		$2.12M Sell
99,877
-4,971
-5% -$109K 0.01% 566
2024
Q4 		$2.46M Sell
104,848
-12,710
-11% -$308K 0.01% 593
2024
Q3 		$2.73M Sell
117,558
-1,586
-1% -$35K 0.01% 567
2024
Q2 		$2.32M Buy
119,144
+11,577
+11% +$217K 0.01% 592
2024
Q1 		$2.11M Sell
107,567
-2,451
-2% -$48.8K 0.01% 619
2023
Q4 		$2.34M Sell
110,018
-3,948
-3% -$74.5K 0.01% 546
2023
Q3 		$2M Buy
+113,966
New +$2.21M 0.01% 544

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's KIM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Kimco Realty (KIM) stake by 0.4% in Q2 2026, buying an estimated $4.13K and bringing the position to 43,383 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #672.

Envestnet Portfolio Solutions first reported a position in KIM in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.73M in Q3 2024. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Envestnet Portfolio Solutions held 43,383 shares of Kimco Realty worth $1.1M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 172 Kimco Realty shares in Q2 2026, an estimated $4.13K.
  • Kimco Realty made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #672 holding.
  • Envestnet Portfolio Solutions first reported a position in Kimco Realty in Q3 2023 and has held it in 9 quarters since.
  • Envestnet Portfolio Solutions's Kimco Realty position peaked at $2.73M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.