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EPG Wealth Management’s Kimco Realty KIM Stock Holding History

EPG Wealth Management’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 		$453K Sell
17,855
-9,122
-34% -$219K 0.11% 150
2026
Q1 		$606K Sell
26,977
-3,794
-12% -$83.6K 0.16% 136
2025
Q4 		$624K Buy
30,771
+530
+2% +$11K 0.17% 131
2025
Q3 		$661K Buy
30,241
+1,307
+5% +$28.4K 0.18% 131
2025
Q2 		$608K Sell
28,934
-216
-0.7% -$4.48K 0.18% 128
2025
Q1 		$619K Buy
+29,150
New +$636K 0.17% 146

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 $3.37T AUM 44.26% 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

EPG Wealth Management's KIM Position: Q2 2026 in Review

EPG Wealth Management reduced its Kimco Realty (KIM) stake by 34% in Q2 2026, selling an estimated $219K and leaving 17,855 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #150.

EPG Wealth Management first reported a position in KIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $661K in Q3 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • EPG Wealth Management held 17,855 shares of Kimco Realty worth $453K as of Q2 2026.
  • EPG Wealth Management sold 9,122 Kimco Realty shares in Q2 2026, an estimated $219K.
  • Kimco Realty made up 0.11% of EPG Wealth Management's portfolio in Q2 2026, its #150 holding.
  • EPG Wealth Management first reported a position in Kimco Realty in Q1 2025 and has held it in 6 quarters since.
  • EPG Wealth Management's Kimco Realty position peaked at $661K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.