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Gratus Wealth Advisors’s Kimco Realty KIM Stock Holding History

Gratus 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 		$777K Buy
30,665
+362
+1% +$8.69K 0.1% 71
2026
Q1 		$681K Buy
30,303
+2,672
+10% +$58.9K 0.1% 74
2025
Q4 		$560K Buy
27,631
+698
+3% +$14.5K 0.08% 82
2025
Q3 		$588K Buy
26,933
+1,000
+4% +$21.7K 0.08% 85
2025
Q2 		$545K Buy
+25,933
New +$538K 0.08% 89

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

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

Gratus Wealth Advisors increased its Kimco Realty (KIM) stake by 1.2% in Q2 2026, buying an estimated $8.69K and bringing the position to 30,665 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #71.

Gratus Wealth Advisors first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Gratus Wealth Advisors held 30,665 shares of Kimco Realty worth $777K as of Q2 2026.
  • Gratus Wealth Advisors bought 362 Kimco Realty shares in Q2 2026, an estimated $8.69K.
  • Kimco Realty made up 0.1% of Gratus Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Gratus Wealth Advisors first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.