Montag & Associates’s Kimco Realty KIM Stock Holding History

Montag & Associates’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	$6.34K	Hold	250	–	–	﹤0.01%	796
2026 Q1	$5.62K	Hold	250	–	–	﹤0.01%	793
2025 Q4	$5.07K	Hold	250	–	–	﹤0.01%	816
2025 Q3	$5.46K	Hold	250	–	–	﹤0.01%	812
2025 Q2	$5.25K	Hold	250	–	–	﹤0.01%	798
2025 Q1	$5.31K	Hold	250	–	–	﹤0.01%	839
2024 Q4	$5.86K	Hold	250	–	–	﹤0.01%	829
2024 Q3	$5.8K	Hold	250	–	–	﹤0.01%	859
2024 Q2	$4.87K	Hold	250	–	–	﹤0.01%	825
2024 Q1	$4.9K	Sell	250 -2,578	-91%	-$51.3K	﹤0.01%	817
2023 Q4	$60.3K	Hold	2,828	–	–	﹤0.01%	543
2023 Q3	$49.7K	Hold	2,828	–	–	﹤0.01%	556
2023 Q2	$55.8K	Hold	2,828	–	–	﹤0.01%	551
2023 Q1	$55.2K	Hold	2,828	–	–	﹤0.01%	538
2022 Q4	$59.9K	Hold	2,828	–	–	﹤0.01%	515
2022 Q3	$52K	Hold	2,828	–	–	﹤0.01%	530
2022 Q2	$56K	Hold	2,828	–	–	﹤0.01%	512
2022 Q1	$70K	Hold	2,828	–	–	﹤0.01%	513
2021 Q4	$70K	Hold	2,828	–	–	﹤0.01%	528
2021 Q3	$59K	Hold	2,828	–	–	﹤0.01%	546
2021 Q2	$59K	Hold	2,828	–	–	﹤0.01%	532
2021 Q1	$53K	Hold	2,828	–	–	﹤0.01%	554
2020 Q4	$42K	Buy	+2,828	New	+$37.4K	﹤0.01%	558
2019 Q1	–	Sell	-11,100	Closed	-$163K	–	311
2018 Q4	$163K	Sell	11,100 -8,000	-42%	-$126K	0.02%	277
2018 Q3	$320K	Buy	+19,100	New	+$321K	0.03%	271

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 $3.38T AUM 44.17% 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

Montag & Associates's KIM Position: Q2 2026 in Review

Montag & Associates held its Kimco Realty (KIM) position steady in Q2 2026 at 250 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Montag & Associates first reported a position in KIM in Q3 2018 and has held it in 25 quarters since. The position peaked at $320K in Q3 2018. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Montag & Associates held 250 shares of Kimco Realty worth $6.34K as of Q2 2026.
Montag & Associates left its Kimco Realty share count unchanged in Q2 2026.
Kimco Realty made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #796 holding.
Montag & Associates first reported a position in Kimco Realty in Q3 2018 and has held it in 25 quarters since.
Montag & Associates's Kimco Realty position peaked at $320K in Q3 2018.
693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.