Kestra Advisory Services
KIM icon

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
Q3 		$5.02M Sell
226,070
-3,629
-2% -$88.2K 0.01% 893
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Kestra Advisory Services's KIM Position: Q3 2026 in Review

Kestra Advisory Services reduced its Kimco Realty (KIM) stake by 1.6% in Q3 2026, selling an estimated $88.2K and leaving 226,070 shares worth $5.02M. The position accounts for 0.01% of the portfolio, ranked #893.

Kestra Advisory Services first reported a position in KIM in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.82M in Q2 2026. 574 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Kestra Advisory Services held 226,070 shares of Kimco Realty worth $5.02M as of Q3 2026.
  • Kestra Advisory Services sold 3,629 Kimco Realty shares in Q3 2026, an estimated $88.2K.
  • Kimco Realty made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #893 holding.
  • Kestra Advisory Services first reported a position in Kimco Realty in Q2 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's Kimco Realty position peaked at $5.82M in Q2 2026.
  • 574 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.