EP Wealth Advisors’s Kimco Realty KIM Stock Holding History

EP Wealth Advisors’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
2025 Q2	$223K	Buy	10,609 +674	+7%	+$14K	﹤0.01%	1191
2025 Q1	$211K	Buy	+9,935	New	+$217K	﹤0.01%	1109

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

EP Wealth Advisors's KIM Position: Q2 2025 in Review

EP Wealth Advisors increased its Kimco Realty (KIM) stake by 6.8% in Q2 2025, buying an estimated $14K and bringing the position to 10,609 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

EP Wealth Advisors first reported a position in KIM in Q1 2025 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

EP Wealth Advisors held 10,609 shares of Kimco Realty worth $223K as of Q2 2025.
EP Wealth Advisors bought 674 Kimco Realty shares in Q2 2025, an estimated $14K.
Kimco Realty made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1191 holding.
EP Wealth Advisors first reported a position in Kimco Realty in Q1 2025 and has held it in 2 quarters since.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.