MWM
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MinichMacGregor Wealth Management’s Kimco Realty KIM Stock Holding History

MinichMacGregor Wealth Management’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 		$241K Buy
+9,514
New +$228K 0.04% 136

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

MinichMacGregor Wealth Management's KIM Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in Kimco Realty (KIM) in Q2 2026: 9,514 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings.

685 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • MinichMacGregor Wealth Management held 9,514 shares of Kimco Realty worth $241K as of Q2 2026.
  • Kimco Realty was a new MinichMacGregor Wealth Management position in Q2 2026.
  • Kimco Realty made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #136 holding.
  • 685 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.