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GeoWealth Management’s Kimco Realty KIM Stock Holding History

GeoWealth 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 		$1.8M Buy
70,886
+27,863
+65% +$669K 0.06% 194
2026
Q1 		$967K Sell
43,023
-2,514
-6% -$55.4K 0.03% 298
2025
Q4 		$923K Buy
45,537
+2,979
+7% +$61.9K 0.03% 293
2025
Q3 		$930K Buy
42,558
+3,208
+8% +$69.7K 0.03% 316
2025
Q2 		$827K Buy
39,350
+2,738
+7% +$56.8K 0.03% 297
2025
Q1 		$778K Buy
36,612
+1,060
+3% +$23.1K 0.03% 326
2024
Q4 		$833K Buy
35,552
+6,250
+21% +$151K 0.03% 337
2024
Q3 		$680K Buy
29,302
+255
+0.9% +$5.63K 0.02% 400
2024
Q2 		$565K Sell
29,047
-2,436
-8% -$45.6K 0.02% 400
2024
Q1 		$617K Buy
+31,483
New +$626K 0.02% 393

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

GeoWealth Management's KIM Position: Q2 2026 in Review

GeoWealth Management increased its Kimco Realty (KIM) stake by 65% in Q2 2026, buying an estimated $669K and bringing the position to 70,886 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #194.

GeoWealth Management 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.

  • GeoWealth Management held 70,886 shares of Kimco Realty worth $1.8M as of Q2 2026.
  • GeoWealth Management bought 27,863 Kimco Realty shares in Q2 2026, an estimated $669K.
  • Kimco Realty made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #194 holding.
  • GeoWealth Management 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.