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Legacy Capital Group California’s Kimco Realty KIM Stock Holding History

Legacy Capital Group California’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 		$546K Buy
21,553
+2,883
+15% +$69.2K 0.16% 183
2026
Q1 		$420K Sell
18,670
-2,145
-10% -$47.3K 0.16% 198
2025
Q4 		$422K Sell
20,815
-225
-1% -$4.67K 0.1% 238
2025
Q3 		$460K Buy
21,040
+4
+0% +$87 0.12% 218
2025
Q2 		$442K Sell
21,036
-4,784
-19% -$99.2K 0.12% 200
2025
Q1 		$548K Buy
25,820
+3,656
+16% +$79.8K 0.19% 152
2024
Q4 		$519K Sell
22,164
-208
-0.9% -$5.04K 0.16% 176
2024
Q3 		$519K Sell
22,372
-1,501
-6% -$33.1K 0.17% 168
2024
Q2 		$465K Buy
23,873
+232
+1% +$4.35K 0.17% 174
2024
Q1 		$464K Sell
23,641
-887
-4% -$17.6K 0.17% 178
2023
Q4 		$523K Sell
24,528
-33
-0.1% -$623 0.2% 152
2023
Q3 		$432K Buy
24,561
+178
+0.7% +$3.46K 0.19% 163
2023
Q2 		$481K Buy
24,383
+647
+3% +$12.2K 0.2% 160
2023
Q1 		$464K Buy
+23,736
New +$488K 0.23% 131

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

Legacy Capital Group California's KIM Position: Q2 2026 in Review

Legacy Capital Group California increased its Kimco Realty (KIM) stake by 15% in Q2 2026, buying an estimated $69.2K and bringing the position to 21,553 shares worth $546K. The position accounts for 0.16% of the portfolio, ranked #183.

Legacy Capital Group California first reported a position in KIM in Q1 2023 and has held it in 14 quarters since. The position peaked at $548K in Q1 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Legacy Capital Group California held 21,553 shares of Kimco Realty worth $546K as of Q2 2026.
  • Legacy Capital Group California bought 2,883 Kimco Realty shares in Q2 2026, an estimated $69.2K.
  • Kimco Realty made up 0.16% of Legacy Capital Group California's portfolio in Q2 2026, its #183 holding.
  • Legacy Capital Group California first reported a position in Kimco Realty in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Kimco Realty position peaked at $548K in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.