KAS
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Kestra Advisory Services’s Kimco Realty KIM Stock Holding History

Kestra Advisory Services’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 		$5.82M Buy
229,699
+20,945
+10% +$503K 0.02% 762
2026
Q1 		$4.69M Buy
208,754
+13,224
+7% +$291K 0.02% 831
2025
Q4 		$3.96M Buy
195,530
+4,969
+3% +$103K 0.02% 870
2025
Q3 		$4.16M Buy
190,561
+52,215
+38% +$1.13M 0.02% 783
2025
Q2 		$2.91M Buy
138,346
+7,656
+6% +$159K 0.01% 891
2025
Q1 		$2.78M Buy
130,690
+17,611
+16% +$384K 0.01% 838
2024
Q4 		$2.65M Buy
+113,079
New +$2.74M 0.01% 855
2024
Q3 		– Sell
-60,378
Closed -$1.18M – 2657
2024
Q2 		$1.18M Buy
+60,378
New +$1.13M 0.01% 1226

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

Kestra Advisory Services's KIM Position: Q2 2026 in Review

Kestra Advisory Services increased its Kimco Realty (KIM) stake by 10% in Q2 2026, buying an estimated $503K and bringing the position to 229,699 shares worth $5.82M. The position accounts for 0.02% of the portfolio, ranked #762.

Kestra Advisory Services first reported a position in KIM in Q2 2024 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Kestra Advisory Services held 229,699 shares of Kimco Realty worth $5.82M as of Q2 2026.
  • Kestra Advisory Services bought 20,945 Kimco Realty shares in Q2 2026, an estimated $503K.
  • Kimco Realty made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #762 holding.
  • Kestra Advisory Services first reported a position in Kimco Realty in Q2 2024 and has held it in 8 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.