HM Payson & Co’s Kimco Realty KIM Stock Holding History

HM Payson & Co’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	$97.5K	Buy	3,846 +1,766	+85%	+$42.4K	﹤0.01%	575
2026 Q1	$46.7K	Hold	2,080	–	–	﹤0.01%	700
2025 Q4	$42.2K	Hold	2,080	–	–	﹤0.01%	725
2025 Q3	$45.4K	Buy	2,080 +1,764	+558%	+$38.3K	﹤0.01%	711
2025 Q2	$6.64K	Hold	316	–	–	﹤0.01%	865
2025 Q1	$6.71K	Hold	316	–	–	﹤0.01%	893
2024 Q4	$7.4K	Sell	316 -11	-3%	-$266	﹤0.01%	868
2024 Q3	$7.59K	Buy	327 +11	+3%	+$243	﹤0.01%	865
2024 Q2	$6.15K	Hold	316	–	–	﹤0.01%	880
2024 Q1	$6.2K	Sell	316 -474	-60%	-$9.43K	﹤0.01%	856
2023 Q4	$16.8K	Hold	790	–	–	﹤0.01%	762
2023 Q3	$13.9K	Hold	790	–	–	﹤0.01%	781
2023 Q2	$15.6K	Hold	790	–	–	﹤0.01%	757
2023 Q1	$15.4K	Hold	790	–	–	﹤0.01%	751
2022 Q4	$16.7K	Hold	790	–	–	﹤0.01%	698
2022 Q3	$15K	Hold	790	–	–	﹤0.01%	742
2022 Q2	$16K	Sell	790 -180	-19%	-$4.14K	﹤0.01%	756
2022 Q1	$24K	Buy	970 +496	+105%	+$12K	﹤0.01%	718
2021 Q4	$12K	Hold	474	–	–	﹤0.01%	839
2021 Q3	$10K	Buy	+474	New	+$10.1K	﹤0.01%	832

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

HM Payson & Co's KIM Position: Q2 2026 in Review

HM Payson & Co increased its Kimco Realty (KIM) stake by 85% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,846 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

HM Payson & Co first reported a position in KIM in Q3 2021 and has held it in 20 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

HM Payson & Co held 3,846 shares of Kimco Realty worth $97.5K as of Q2 2026.
HM Payson & Co bought 1,766 Kimco Realty shares in Q2 2026, an estimated $42.4K.
Kimco Realty made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #575 holding.
HM Payson & Co first reported a position in Kimco Realty in Q3 2021 and has held it in 20 quarters since.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.