OHWP
KIM icon

Oak Harbor Wealth Partners’s Kimco Realty KIM Stock Holding History

Oak Harbor Wealth Partners’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 		$375K Sell
14,793
-38,521
-72% -$924K 0.14% 119
2026
Q1 		$1.2M Buy
53,314
+3,405
+7% +$75K 0.28% 84
2025
Q4 		$1.01M Buy
49,909
+6,409
+15% +$133K 0.24% 92
2025
Q3 		$950K Buy
43,500
+13,347
+44% +$290K 0.23% 94
2025
Q2 		$634K Buy
+30,153
New +$625K 0.17% 111

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

Oak Harbor Wealth Partners's KIM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Kimco Realty (KIM) stake by 72% in Q2 2026, selling an estimated $924K and leaving 14,793 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #119.

Oak Harbor Wealth Partners first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Oak Harbor Wealth Partners held 14,793 shares of Kimco Realty worth $375K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 38,521 Kimco Realty shares in Q2 2026, an estimated $924K.
  • Kimco Realty made up 0.14% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Oak Harbor Wealth Partners first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's Kimco Realty position peaked at $1.2M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.