IRON Financial
KIM icon

IRON Financial’s Kimco Realty KIM Stock Holding History

IRON Financial’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
Q3 		$220K Sell
9,894
-363
-4% -$8.82K 0.09% 138
2026
Q2 		$260K Buy
10,257
+638
+7% +$15.3K 0.11% 123
2026
Q1 		$216K Buy
+9,619
New +$212K 0.09% 131
2025
Q4 		– Sell
-9,977
Closed -$218K – 143
2025
Q3 		$218K Buy
+9,977
New +$217K 0.1% 124

Other funds holding KIM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IRON Financial's KIM Position: Q3 2026 in Review

IRON Financial reduced its Kimco Realty (KIM) stake by 3.5% in Q3 2026, selling an estimated $8.82K and leaving 9,894 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #138.

IRON Financial first reported a position in KIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2026. 484 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • IRON Financial held 9,894 shares of Kimco Realty worth $220K as of Q3 2026.
  • IRON Financial sold 363 Kimco Realty shares in Q3 2026, an estimated $8.82K.
  • Kimco Realty made up 0.09% of IRON Financial's portfolio in Q3 2026, its #138 holding.
  • IRON Financial first reported a position in Kimco Realty in Q3 2025 and has held it in 4 quarters since.
  • IRON Financial's Kimco Realty position peaked at $260K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.