Institute for Wealth Management’s Kimco Realty KIM Stock Holding History

Institute for 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	$15.1K	Buy	+594	New	+$14.3K	﹤0.01%	1215

Other funds holding KIM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Institute for Wealth Management's KIM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kimco Realty (KIM) in Q2 2026: 594 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

384 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Institute for Wealth Management held 594 shares of Kimco Realty worth $15.1K as of Q2 2026.
Kimco Realty was a new Institute for Wealth Management position in Q2 2026.
Kimco Realty made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1215 holding.
384 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.