JWCA
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J.W. Cole Advisors’s Kimco Realty KIM Stock Holding History

J.W. Cole 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 		$343K Sell
13,547
-2,374
-15% -$57K 0.01% 1207
2026
Q1 		$358K Buy
15,921
+1,964
+14% +$43.3K 0.01% 581
2025
Q4 		$251K Buy
13,957
+219
+2% +$4.55K 0.01% 1192
2025
Q3 		$300K Sell
13,738
-384
-3% -$8.35K 0.01% 1214
2025
Q2 		$297K Buy
14,122
+301
+2% +$6.24K 0.01% 1152
2025
Q1 		$294K Buy
+13,821
New +$302K 0.01% 971
2020
Q4 		– Sell
-13,598
Closed -$153K – 767
2020
Q3 		$153K Buy
+13,598
New +$161K 0.01% 694

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

J.W. Cole Advisors's KIM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Kimco Realty (KIM) stake by 15% in Q2 2026, selling an estimated $57K and leaving 13,547 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1207.

J.W. Cole Advisors first reported a position in KIM in Q3 2020 and has held it in 7 quarters since. The position peaked at $358K in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • J.W. Cole Advisors held 13,547 shares of Kimco Realty worth $343K as of Q2 2026.
  • J.W. Cole Advisors sold 2,374 Kimco Realty shares in Q2 2026, an estimated $57K.
  • Kimco Realty made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1207 holding.
  • J.W. Cole Advisors first reported a position in Kimco Realty in Q3 2020 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Kimco Realty position peaked at $358K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.