JFS Wealth Advisors
KIM icon

JFS Wealth Advisors’s Kimco Realty KIM Stock Holding History

JFS 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
Q3 		$3.15K Hold
142
– – ﹤0.01% 1422
2026
Q2 		$3.6K Buy
+142
New +$3.41K ﹤0.01% 1407

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

JFS Wealth Advisors's KIM Position: Q3 2026 in Review

JFS Wealth Advisors held its Kimco Realty (KIM) position steady in Q3 2026 at 142 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

JFS Wealth Advisors first reported a position in KIM in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.6K in Q2 2026. 365 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • JFS Wealth Advisors held 142 shares of Kimco Realty worth $3.15K as of Q3 2026.
  • JFS Wealth Advisors left its Kimco Realty share count unchanged in Q3 2026.
  • Kimco Realty made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1422 holding.
  • JFS Wealth Advisors first reported a position in Kimco Realty in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Kimco Realty position peaked at $3.6K in Q2 2026.
  • 365 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.