EWA
KIM icon

EverSource Wealth Advisors’s Kimco Realty KIM Stock Holding History

EverSource 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
2026
Q2 		$122K Sell
4,800
-259
-5% -$6.21K ﹤0.01% 1285
2026
Q1 		$114K Buy
5,059
+610
+14% +$13.4K ﹤0.01% 1356
2025
Q4 		$90.2K Sell
4,449
-465
-9% -$9.66K ﹤0.01% 1372
2025
Q3 		$107K Sell
4,914
-155
-3% -$3.37K ﹤0.01% 1241
2025
Q2 		$107K Buy
5,069
+1,170
+30% +$24.3K ﹤0.01% 1165
2025
Q1 		$82.8K Sell
3,899
-157
-4% -$3.43K ﹤0.01% 987
2024
Q4 		$95K Buy
4,056
+401
+11% +$9.71K 0.01% 922
2024
Q3 		$84.9K Buy
3,655
+1,351
+59% +$29.8K 0.01% 853
2024
Q2 		$50.1K Buy
2,304
+61
+3% +$1.14K ﹤0.01% 1092
2024
Q1 		$41.8K Buy
2,243
+773
+53% +$15.4K ﹤0.01% 1057
2023
Q4 		$31.3K Buy
1,470
+331
+29% +$6.25K ﹤0.01% 1073
2023
Q3 		$20K Sell
1,139
-27
-2% -$524 ﹤0.01% 1125
2023
Q2 		$23K Buy
1,166
+85
+8% +$1.6K ﹤0.01% 1104
2023
Q1 		$21.1K Sell
1,081
-97
-8% -$2K ﹤0.01% 1063
2022
Q4 		$24.9K Buy
1,178
+801
+212% +$16.8K ﹤0.01% 993
2022
Q3 		$7K Buy
377
+84
+29% +$1.77K ﹤0.01% 1242
2022
Q2 		$6K Sell
293
-11
-4% -$253 ﹤0.01% 1204
2022
Q1 		$8K Buy
304
+158
+108% +$3.81K ﹤0.01% 1076
2021
Q4 		$4K Buy
+146
New +$3.38K ﹤0.01% 1339

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

EverSource Wealth Advisors's KIM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kimco Realty (KIM) stake by 5.1% in Q2 2026, selling an estimated $6.21K and leaving 4,800 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

EverSource Wealth Advisors first reported a position in KIM in Q4 2021 and has held it in 19 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • EverSource Wealth Advisors held 4,800 shares of Kimco Realty worth $122K as of Q2 2026.
  • EverSource Wealth Advisors sold 259 Kimco Realty shares in Q2 2026, an estimated $6.21K.
  • Kimco Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1285 holding.
  • EverSource Wealth Advisors first reported a position in Kimco Realty in Q4 2021 and has held it in 19 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.