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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
Q2 		$566K Buy
22,310
+224
+1% +$5.37K 0.01% 1166
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
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 $3.38T AUM 44.17% 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 Private Wealth Services's KIM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Kimco Realty (KIM) stake by 1% in Q2 2026, buying an estimated $5.37K and bringing the position to 22,310 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #1166.

Kestra Private Wealth Services first reported a position in KIM in Q1 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Kestra Private Wealth Services held 22,310 shares of Kimco Realty worth $566K as of Q2 2026.
  • Kestra Private Wealth Services bought 224 Kimco Realty shares in Q2 2026, an estimated $5.37K.
  • Kimco Realty made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1166 holding.
  • Kestra Private Wealth Services first reported a position in Kimco Realty in Q1 2024 and has held it in 7 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

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