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LRI Investments’s Kimco Realty KIM Stock Holding History

LRI Investments’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 		$2.46K Hold
97
– – ﹤0.01% 1250
2026
Q1 		$2.18K Hold
97
– – ﹤0.01% 1252
2025
Q4 		$1.97K Hold
97
– – ﹤0.01% 1206
2025
Q3 		$2.12K Hold
97
– – ﹤0.01% 1194
2025
Q2 		$2.04K Hold
97
– – ﹤0.01% 1167
2025
Q1 		$2.06K Hold
97
– – ﹤0.01% 1105
2024
Q4 		$2.27K Hold
97
– – ﹤0.01% 1071
2024
Q3 		$2.4K Hold
97
– – ﹤0.01% 1056
2024
Q2 		$1.89K Hold
97
– – ﹤0.01% 1060
2024
Q1 		$1.9K Buy
+97
New +$1.93K ﹤0.01% 753

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

LRI Investments's KIM Position: Q2 2026 in Review

LRI Investments held its Kimco Realty (KIM) position steady in Q2 2026 at 97 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

LRI Investments first reported a position in KIM in Q1 2024 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • LRI Investments held 97 shares of Kimco Realty worth $2.46K as of Q2 2026.
  • LRI Investments left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1250 holding.
  • LRI Investments first reported a position in Kimco Realty in Q1 2024 and has held it in 10 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.