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Kelly Lawrence W & Associates’s Kimco Realty KIM Stock Holding History

Kelly Lawrence W & Associates’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 		$700K Hold
27,600
– – 0.15% 51
2026
Q1 		$620K Sell
27,600
-750
-3% -$16.5K 0.17% 52
2025
Q4 		$575K Hold
28,350
– – 0.14% 55
2025
Q3 		$619K Hold
28,350
– – 0.15% 53
2025
Q2 		$596K Hold
28,350
– – 0.16% 51
2025
Q1 		$602K Hold
28,350
– – 0.15% 52
2024
Q4 		$664K Hold
28,350
– – 0.15% 51
2024
Q3 		$658K Buy
28,350
+16,744
+144% +$370K 0.15% 53
2024
Q2 		$226K Buy
11,606
+4,736
+69% +$88.7K 0.05% 77
2024
Q1 		$135K Buy
+6,870
New +$137K 0.03% 92

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

Kelly Lawrence W & Associates's KIM Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its Kimco Realty (KIM) position steady in Q2 2026 at 27,600 shares worth $700K. The position accounts for 0.15% of the portfolio, ranked #51.

Kelly Lawrence W & Associates first reported a position in KIM in Q1 2024 and has held it in 10 quarters since. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Kelly Lawrence W & Associates held 27,600 shares of Kimco Realty worth $700K as of Q2 2026.
  • Kelly Lawrence W & Associates left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up 0.15% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #51 holding.
  • Kelly Lawrence W & Associates first reported a position in Kimco Realty in Q1 2024 and has held it in 10 quarters since.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.