Kestra Private Wealth Services’s Kimco Realty KIM Stock Holding History

Kestra Private Wealth 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 Q1	$496K	Sell	22,086 -567	-3%	-$12.5K	0.01%	1212
2025 Q4	$459K	Sell	22,653 -476	-2%	-$9.88K	0.01%	1213
2025 Q3	$505K	Buy	23,129 +11,195	+94%	+$243K	0.01%	1086
2025 Q2	$251K	Buy	+11,934	New	+$247K	﹤0.01%	1389
2024 Q3	–	Sell	-11,472	Closed	-$223K	–	1418
2024 Q2	$223K	Sell	11,472 -1,136	-9%	-$21.3K	﹤0.01%	1183
2024 Q1	$247K	Buy	+12,608	New	+$251K	0.01%	1092

Other funds holding KIM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kestra Private Wealth Services's KIM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Kimco Realty (KIM) stake by 2.5% in Q1 2026, selling an estimated $12.5K and leaving 22,086 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1212.

Kestra Private Wealth Services first reported a position in KIM in Q1 2024 and has held it in 6 quarters since. The position peaked at $505K in Q3 2025. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Kestra Private Wealth Services held 22,086 shares of Kimco Realty worth $496K as of Q1 2026.
Kestra Private Wealth Services sold 567 Kimco Realty shares in Q1 2026, an estimated $12.5K.
Kimco Realty made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1212 holding.
Kestra Private Wealth Services first reported a position in Kimco Realty in Q1 2024 and has held it in 6 quarters since.
Kestra Private Wealth Services's Kimco Realty position peaked at $505K in Q3 2025.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.