Focus Partners Wealth
KIM icon

Focus Partners Wealth’s Kimco Realty KIM Stock Holding History

Focus Partners Wealth’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 		$6.83M Sell
303,831
-18,107
-6% -$399K 0.01% 836
2025
Q4 		$6.53M Buy
321,938
+241,610
+301% +$5.02M 0.01% 859
2025
Q3 		$1.76M Sell
80,328
-9,253
-10% -$201K ﹤0.01% 1070
2025
Q2 		$1.88M Sell
89,581
-12,192
-12% -$253K ﹤0.01% 920
2025
Q1 		$2.16M Buy
101,773
+1,563
+2% +$34.1K 0.01% 829
2024
Q4 		$2.35M Buy
+100,210
New +$2.43M 0.01% 796

Other funds holding KIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Focus Partners Wealth's KIM Position: Q1 2026 in Review

Focus Partners Wealth reduced its Kimco Realty (KIM) stake by 5.6% in Q1 2026, selling an estimated $399K and leaving 303,831 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #836.

Focus Partners Wealth first reported a position in KIM in Q4 2024 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Focus Partners Wealth held 303,831 shares of Kimco Realty worth $6.83M as of Q1 2026.
  • Focus Partners Wealth sold 18,107 Kimco Realty shares in Q1 2026, an estimated $399K.
  • Kimco Realty made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #836 holding.
  • Focus Partners Wealth first reported a position in Kimco Realty in Q4 2024 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.