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HB Wealth Management’s Kimco Realty KIM Stock Holding History

HB Wealth 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 		$481K Sell
18,980
-52
-0.3% -$1.25K ﹤0.01% 1125
2026
Q1 		$428K Buy
19,032
+5,063
+36% +$112K ﹤0.01% 1047
2025
Q4 		$283K Buy
13,969
+2,166
+18% +$45K ﹤0.01% 1167
2025
Q3 		$258K Buy
+11,803
New +$257K ﹤0.01% 1143
2025
Q2 		– Sell
-10,434
Closed -$222K – 1239
2025
Q1 		$222K Buy
10,434
+1,246
+14% +$27.2K ﹤0.01% 1106
2024
Q4 		$215K Buy
+9,188
New +$223K ﹤0.01% 953

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

HB Wealth Management's KIM Position: Q2 2026 in Review

HB Wealth Management reduced its Kimco Realty (KIM) stake by 0.27% in Q2 2026, selling an estimated $1.25K and leaving 18,980 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

HB Wealth Management first reported a position in KIM in Q4 2024 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • HB Wealth Management held 18,980 shares of Kimco Realty worth $481K as of Q2 2026.
  • HB Wealth Management sold 52 Kimco Realty shares in Q2 2026, an estimated $1.25K.
  • Kimco Realty made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • HB Wealth Management first reported a position in Kimco Realty in Q4 2024 and has held it in 6 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.