NWS
KIM icon

Nvest Wealth Strategies’s Kimco Realty KIM Stock Holding History

Nvest Wealth Strategies’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 		$5.07K Hold
200
– – ﹤0.01% 149
2026
Q1 		$4.49K Hold
200
– – ﹤0.01% 156
2025
Q4 		$4.05K Buy
+200
New +$4.15K ﹤0.01% 162

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nvest Wealth Strategies's KIM Position: Q2 2026 in Review

Nvest Wealth Strategies held its Kimco Realty (KIM) position steady in Q2 2026 at 200 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Nvest Wealth Strategies first reported a position in KIM in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Nvest Wealth Strategies held 200 shares of Kimco Realty worth $5.07K as of Q2 2026.
  • Nvest Wealth Strategies left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #149 holding.
  • Nvest Wealth Strategies first reported a position in Kimco Realty in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.