Mather Group’s Kimco Realty KIM Stock Holding History

Mather 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	$141K	Buy	5,548 +98	+2%	+$2.35K	﹤0.01%	854
2026 Q1	$122K	Buy	+5,450	New	+$120K	﹤0.01%	847
2025 Q4	–	Sell	-7,221	Closed	-$158K	–	1183
2025 Q3	$158K	Buy	+7,221	New	+$157K	﹤0.01%	678
2025 Q2	–	Sell	-4,477	Closed	-$95.1K	–	1207
2025 Q1	$95.1K	Sell	4,477 -986	-18%	-$21.5K	﹤0.01%	759
2024 Q4	$128K	Buy	5,463 +1,848	+51%	+$44.8K	﹤0.01%	687
2024 Q3	$83.9K	Sell	3,615 -2,784	-44%	-$61.5K	﹤0.01%	774
2024 Q2	$125K	Buy	6,399 +2,546	+66%	+$47.7K	﹤0.01%	741
2024 Q1	$82.1K	Buy	+3,853	New	+$76.6K	﹤0.01%	759
2022 Q4	–	Sell	-12,972	Closed	-$239K	–	495
2022 Q3	$239K	Buy	+12,972	New	+$274K	0.01%	413

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Mather Group's KIM Position: Q2 2026 in Review

Mather Group increased its Kimco Realty (KIM) stake by 1.8% in Q2 2026, buying an estimated $2.35K and bringing the position to 5,548 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Mather Group first reported a position in KIM in Q3 2022 and has held it in 9 quarters since. The position peaked at $239K in Q3 2022. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Mather Group held 5,548 shares of Kimco Realty worth $141K as of Q2 2026.
Mather Group bought 98 Kimco Realty shares in Q2 2026, an estimated $2.35K.
Kimco Realty made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #854 holding.
Mather Group first reported a position in Kimco Realty in Q3 2022 and has held it in 9 quarters since.
Mather Group's Kimco Realty position peaked at $239K in Q3 2022.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.