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Larson Financial Group’s Kimco Realty KIM Stock Holding History

Larson Financial Group’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 		$12.1K Buy
477
+10
+2% +$240 ﹤0.01% 2294
2026
Q1 		$10.5K Buy
467
+110
+31% +$2.42K ﹤0.01% 2224
2025
Q4 		$7.23K Buy
357
+242
+210% +$5.03K ﹤0.01% 2297
2025
Q3 		$2.51K Sell
115
-5
-4% -$109 ﹤0.01% 2609
2025
Q2 		$2.52K Sell
120
-158
-57% -$3.28K ﹤0.01% 2335
2025
Q1 		$5.91K Sell
278
-783
-74% -$17.1K ﹤0.01% 1839
2024
Q4 		$24.9K Buy
1,061
+137
+15% +$3.32K ﹤0.01% 1139
2024
Q3 		$21.5K Buy
+924
New +$20.4K ﹤0.01% 1180
2024
Q1 		– Sell
-2,400
Closed -$51.1K – 1855
2023
Q4 		$51.1K Hold
2,400
– – ﹤0.01% 641
2023
Q3 		$42.2K Buy
+2,400
New +$46.6K ﹤0.01% 654
2023
Q2 		– Sell
-586
Closed -$11.4K – 1606
2023
Q1 		$11.4K Buy
586
+8
+1% +$165 ﹤0.01% 887
2022
Q4 		$12.2K Buy
578
+6
+1% +$126 ﹤0.01% 805
2022
Q3 		$11K Buy
572
+7
+1% +$148 ﹤0.01% 776
2022
Q2 		$11K Buy
565
+5
+0.9% +$115 ﹤0.01% 693
2022
Q1 		$14K Buy
560
+5
+0.9% +$121 ﹤0.01% 583
2021
Q4 		$14K Buy
555
+4
+0.7% +$92 ﹤0.01% 609
2021
Q3 		$11K Buy
+551
New +$11.8K ﹤0.01% 578

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

Larson Financial Group's KIM Position: Q2 2026 in Review

Larson Financial Group increased its Kimco Realty (KIM) stake by 2.1% in Q2 2026, buying an estimated $240 and bringing the position to 477 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Larson Financial Group first reported a position in KIM in Q3 2021 and has held it in 17 quarters since. The position peaked at $51.1K in Q4 2023. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Larson Financial Group held 477 shares of Kimco Realty worth $12.1K as of Q2 2026.
  • Larson Financial Group bought 10 Kimco Realty shares in Q2 2026, an estimated $240.
  • Kimco Realty made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2294 holding.
  • Larson Financial Group first reported a position in Kimco Realty in Q3 2021 and has held it in 17 quarters since.
  • Larson Financial Group's Kimco Realty position peaked at $51.1K in Q4 2023.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.