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IBEX Wealth Advisors’s Kimco Realty KIM Stock Holding History

IBEX 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 		$10.7M Buy
422,853
+19,255
+5% +$462K 0.84% 38
2026
Q1 		$9.07M Buy
403,598
+61,048
+18% +$1.35M 0.84% 37
2025
Q4 		$6.94M Buy
342,550
+114,916
+50% +$2.39M 0.68% 53
2025
Q3 		$4.97M Buy
227,634
+214,113
+1,584% +$4.65M 0.48% 67
2025
Q2 		$284K Buy
13,521
+408
+3% +$8.46K 0.03% 173
2025
Q1 		$279K Buy
13,113
+1,236
+10% +$27K 0.04% 117
2024
Q4 		$278K Sell
11,877
-205
-2% -$4.96K 0.03% 186
2024
Q3 		$10.7M Buy
12,082
+6,911
+134% +$153K 2.93% 8
2024
Q2 		$101K Buy
+5,171
New +$96.9K 0.02% 147
2022
Q2 		– Sell
-8,634
Closed -$213K – 170
2022
Q1 		$213K Buy
8,634
+322
+4% +$7.77K 0.04% 157
2021
Q4 		$205K Hold
8,312
– – 0.04% 179
2021
Q3 		$172K Buy
+8,312
New +$178K 0.03% 190
2018
Q4 		– Sell
-33,901
Closed -$553K – 90
2018
Q3 		$553K Buy
+33,901
New +$569K 0.2% 86

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

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

IBEX Wealth Advisors increased its Kimco Realty (KIM) stake by 4.8% in Q2 2026, buying an estimated $462K and bringing the position to 422,853 shares worth $10.7M. The position accounts for 0.84% of the portfolio, ranked #38.

IBEX Wealth Advisors first reported a position in KIM in Q3 2018 and has held it in 13 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • IBEX Wealth Advisors held 422,853 shares of Kimco Realty worth $10.7M as of Q2 2026.
  • IBEX Wealth Advisors bought 19,255 Kimco Realty shares in Q2 2026, an estimated $462K.
  • Kimco Realty made up 0.84% of IBEX Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • IBEX Wealth Advisors first reported a position in Kimco Realty in Q3 2018 and has held it in 13 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.