KMWM
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Keudell/Morrison Wealth Management’s Kimco Realty KIM Stock Holding History

Keudell/Morrison Wealth Management’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 		$208K Buy
+8,218
New +$197K 0.04% 248

Other funds holding KIM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keudell/Morrison Wealth Management's KIM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Kimco Realty (KIM) in Q2 2026: 8,218 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

82 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,218 shares of Kimco Realty worth $208K as of Q2 2026.
  • Kimco Realty was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • Kimco Realty made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #248 holding.
  • 82 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.