Jeppson Wealth Management
KIM icon

Jeppson Wealth Management’s Kimco Realty KIM Stock Holding History

Jeppson 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
Q3 		$370K Hold
16,670
– – 0.11% 171
2026
Q2 		$423K Sell
16,670
-60
-0.4% -$1.44K 0.12% 159
2026
Q1 		$376K Sell
16,730
-75
-0.4% -$1.65K 0.12% 155
2025
Q4 		$341K Sell
16,805
-250
-1% -$5.19K 0.11% 159
2025
Q3 		$373K Sell
17,055
-77
-0.4% -$1.67K 0.12% 150
2025
Q2 		$360K Buy
17,132
+201
+1% +$4.17K 0.12% 146
2025
Q1 		$360K Sell
16,931
-749
-4% -$16.4K 0.13% 141
2024
Q4 		$414K Buy
17,680
+1
+0% +$24 0.15% 131
2024
Q3 		$411K Hold
17,679
– – 0.15% 132
2024
Q2 		$344K Sell
17,679
-132
-0.7% -$2.47K 0.13% 145
2024
Q1 		$349K Sell
17,811
-166
-0.9% -$3.3K 0.14% 148
2023
Q4 		$383K Sell
17,977
-3,171
-15% -$59.8K 0.16% 133
2023
Q3 		$372K Sell
21,148
-241
-1% -$4.68K 0.17% 126
2023
Q2 		$422K Sell
21,389
-4,949
-19% -$93.2K 0.18% 119
2023
Q1 		$514K Buy
26,338
+2,560
+11% +$52.7K 0.22% 108
2022
Q4 		$504K Buy
23,778
+90
+0.4% +$1.89K 0.21% 105
2022
Q3 		$436K Buy
23,688
+6,447
+37% +$136K 0.2% 110
2022
Q2 		$341K Buy
17,241
+3,770
+28% +$86.6K 0.15% 129
2022
Q1 		$332K Buy
13,471
+1
+0% +$24 0.15% 120
2021
Q4 		$332K Sell
13,470
-758
-5% -$17.5K 0.16% 113
2021
Q3 		$295K Buy
14,228
+1
+0% +$21 0.15% 115
2021
Q2 		$296K Sell
14,227
-110
-0.8% -$2.28K 0.16% 115
2021
Q1 		$268K Sell
14,337
-29
-0.2% -$512 0.16% 118
2020
Q4 		$216K Buy
14,366
+10,131
+239% +$134K 0.14% 126
2020
Q3 		$48K Buy
+4,235
New +$50K 0.04% 225

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jeppson Wealth Management's KIM Position: Q3 2026 in Review

Jeppson Wealth Management held its Kimco Realty (KIM) position steady in Q3 2026 at 16,670 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #171.

Jeppson Wealth Management first reported a position in KIM in Q3 2020 and has held it in 25 quarters since. The position peaked at $514K in Q1 2023. 345 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Jeppson Wealth Management held 16,670 shares of Kimco Realty worth $370K as of Q3 2026.
  • Jeppson Wealth Management left its Kimco Realty share count unchanged in Q3 2026.
  • Kimco Realty made up 0.11% of Jeppson Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Jeppson Wealth Management first reported a position in Kimco Realty in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Kimco Realty position peaked at $514K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.