Merit Financial Group
KIM icon

Merit Financial Group’s Kimco Realty KIM Stock Holding History

Merit 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
Q3 		$314K Buy
14,117
+3,588
+34% +$87.2K ﹤0.01% 1887
2026
Q2 		$267K Buy
+10,529
New +$253K ﹤0.01% 1890

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Merit Financial Group's KIM Position: Q3 2026 in Review

Merit Financial Group increased its Kimco Realty (KIM) stake by 34% in Q3 2026, buying an estimated $87.2K and bringing the position to 14,117 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Merit Financial Group first reported a position in KIM in Q2 2026 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Merit Financial Group held 14,117 shares of Kimco Realty worth $314K as of Q3 2026.
  • Merit Financial Group bought 3,588 Kimco Realty shares in Q3 2026, an estimated $87.2K.
  • Kimco Realty made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1887 holding.
  • Merit Financial Group first reported a position in Kimco Realty in Q2 2026 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.