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Gen-Wealth Partners’s Kimco Realty KIM Stock Holding History

Gen-Wealth Partners’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 		$57K Hold
2,250
– – 0.02% 386
2026
Q1 		$50.6K Buy
2,250
+224
+11% +$4.94K 0.02% 392
2025
Q4 		$41.1K Sell
2,026
-468
-19% -$9.72K 0.01% 404
2025
Q3 		$54.5K Buy
2,494
+219
+10% +$4.76K 0.02% 382
2025
Q2 		$47.8K Hold
2,275
– – 0.02% 339
2025
Q1 		$48.3K Hold
2,275
– – 0.02% 337
2024
Q4 		$53.3K Hold
2,275
– – 0.02% 360
2024
Q3 		$54.6K Hold
2,275
– – 0.02% 372
2024
Q2 		$44.3K Buy
2,275
+520
+30% +$9.74K 0.02% 379
2024
Q1 		$34.4K Buy
+1,755
New +$34.9K 0.02% 399

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

Gen-Wealth Partners's KIM Position: Q2 2026 in Review

Gen-Wealth Partners held its Kimco Realty (KIM) position steady in Q2 2026 at 2,250 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #386.

Gen-Wealth Partners first reported a position in KIM in Q1 2024 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Gen-Wealth Partners held 2,250 shares of Kimco Realty worth $57K as of Q2 2026.
  • Gen-Wealth Partners left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • Gen-Wealth Partners first reported a position in Kimco Realty in Q1 2024 and has held it in 10 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.