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Journey Strategic Wealth’s Kimco Realty KIM Stock Holding History

Journey Strategic Wealth’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
Q1 		$203K Buy
+9,048
New +$199K 0.01% 766
2025
Q4 		– Sell
-9,343
Closed -$204K – 799
2025
Q3 		$204K Buy
+9,343
New +$203K 0.01% 670

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Journey Strategic Wealth's KIM Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Kimco Realty (KIM) in Q1 2026: 9,048 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in KIM as recently as Q3 2025.

Journey Strategic Wealth first reported a position in KIM in Q3 2025 and has held it in 2 quarters since. The position peaked at $204K in Q3 2025. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Journey Strategic Wealth held 9,048 shares of Kimco Realty worth $203K as of Q1 2026.
  • Kimco Realty was a new Journey Strategic Wealth position in Q1 2026.
  • Kimco Realty made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #766 holding.
  • Journey Strategic Wealth first reported a position in Kimco Realty in Q3 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Kimco Realty position peaked at $204K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.