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Paragon Private Wealth Management’s Kimco Realty KIM Stock Holding History

Paragon Private 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 		$557K Buy
21,973
+2,145
+11% +$51.5K 0.15% 141
2026
Q1 		$446K Buy
19,828
+3,645
+23% +$80.3K 0.14% 147
2025
Q4 		$328K Sell
16,183
-1,825
-10% -$37.9K 0.1% 174
2025
Q3 		$393K Buy
18,008
+6,486
+56% +$141K 0.13% 158
2025
Q2 		$242K Buy
+11,522
New +$239K 0.1% 176

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

Paragon Private Wealth Management's KIM Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Kimco Realty (KIM) stake by 11% in Q2 2026, buying an estimated $51.5K and bringing the position to 21,973 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #141.

Paragon Private Wealth Management first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Paragon Private Wealth Management held 21,973 shares of Kimco Realty worth $557K as of Q2 2026.
  • Paragon Private Wealth Management bought 2,145 Kimco Realty shares in Q2 2026, an estimated $51.5K.
  • Kimco Realty made up 0.15% of Paragon Private Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Paragon Private Wealth Management first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.