Ethic Inc’s Kimco Realty KIM Stock Holding History

Ethic 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	$1.25M	Sell	55,605 -4,418	-7%	-$97.4K	0.02%	592
2025 Q4	$1.22M	Sell	60,023 -3,643	-6%	-$75.6K	0.02%	580
2025 Q3	$1.39M	Buy	63,666 +11,069	+21%	+$241K	0.02%	541
2025 Q2	$1.1M	Buy	52,597 +34,807	+196%	+$722K	0.02%	592
2025 Q1	$376K	Sell	17,790 -3,487	-16%	-$76.1K	0.01%	877
2024 Q4	$499K	Sell	21,277 -4,665	-18%	-$113K	0.01%	804
2024 Q3	$509K	Buy	25,942 +9,336	+56%	+$206K	0.01%	760
2024 Q2	$323K	Sell	16,606 -9,336	-36%	-$175K	0.01%	888
2024 Q1	$509K	Buy	25,942 +5,912	+30%	+$118K	0.01%	760
2023 Q4	$427K	Buy	20,030 +7,263	+57%	+$137K	0.01%	787
2023 Q3	$225K	Buy	12,767 +1,291	+11%	+$25.1K	0.01%	903
2023 Q2	$226K	Buy	+11,476	New	+$216K	0.01%	874
2022 Q3	–	Sell	-12,132	Closed	-$240K	–	819
2022 Q2	$240K	Buy	12,132 +3,177	+35%	+$73K	0.02%	669
2022 Q1	$221K	Buy	8,955 +817	+10%	+$19.7K	0.02%	684
2021 Q4	$201K	Buy	+8,138	New	+$188K	0.02%	620
2021 Q3	–	Sell	-9,634	Closed	-$201K	–	631
2021 Q2	$201K	Buy	+9,634	New	+$200K	0.02%	538

Other funds holding KIM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ethic Inc's KIM Position: Q1 2026 in Review

Ethic Inc reduced its Kimco Realty (KIM) stake by 7.4% in Q1 2026, selling an estimated $97.4K and leaving 55,605 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #592.

Ethic Inc first reported a position in KIM in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2025. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Ethic Inc held 55,605 shares of Kimco Realty worth $1.25M as of Q1 2026.
Ethic Inc sold 4,418 Kimco Realty shares in Q1 2026, an estimated $97.4K.
Kimco Realty made up 0.02% of Ethic Inc's portfolio in Q1 2026, its #592 holding.
Ethic Inc first reported a position in Kimco Realty in Q2 2021 and has held it in 16 quarters since.
Ethic Inc's Kimco Realty position peaked at $1.39M in Q3 2025.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.