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Naviter Wealth’s Kimco Realty KIM Stock Holding History

Naviter Wealth’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 		$1.68M Buy
66,139
+12,340
+23% +$296K 0.15% 134
2026
Q1 		$1.21M Buy
53,799
+5,875
+12% +$129K 0.15% 145
2025
Q4 		$971K Sell
47,924
-4,988
-9% -$104K 0.13% 158
2025
Q3 		$1.16M Buy
52,912
+3,222
+6% +$70K 0.13% 157
2025
Q2 		$1.04M Buy
49,690
+3,535
+8% +$73.3K 0.13% 164
2025
Q1 		$966K Buy
46,155
+640
+1% +$14K 0.12% 175
2024
Q4 		$1.07M Buy
45,515
+4,188
+10% +$101K 0.13% 167
2024
Q3 		$960K Sell
41,327
-2,292
-5% -$50.6K 0.13% 160
2024
Q2 		$849K Buy
43,619
+1,084
+3% +$20.3K 0.13% 167
2024
Q1 		$834K Buy
42,535
+3,233
+8% +$64.3K 0.14% 169
2023
Q4 		$838K Buy
39,302
+1,932
+5% +$36.5K 0.17% 152
2023
Q3 		$657K Buy
37,370
+2,696
+8% +$52.3K 0.16% 153
2023
Q2 		$684K Buy
34,674
+4,682
+16% +$88.2K 0.17% 145
2023
Q1 		$586K Buy
29,992
+12,657
+73% +$260K 0.2% 138
2022
Q4 		$380K Buy
17,335
+1,674
+11% +$35.2K 0.1% 168
2022
Q3 		$288K Buy
+15,661
New +$330K 0.12% 164

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

Naviter Wealth's KIM Position: Q2 2026 in Review

Naviter Wealth increased its Kimco Realty (KIM) stake by 23% in Q2 2026, buying an estimated $296K and bringing the position to 66,139 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #134.

Naviter Wealth first reported a position in KIM in Q3 2022 and has held it in 16 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Naviter Wealth held 66,139 shares of Kimco Realty worth $1.68M as of Q2 2026.
  • Naviter Wealth bought 12,340 Kimco Realty shares in Q2 2026, an estimated $296K.
  • Kimco Realty made up 0.15% of Naviter Wealth's portfolio in Q2 2026, its #134 holding.
  • Naviter Wealth first reported a position in Kimco Realty in Q3 2022 and has held it in 16 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.