PFG Private Wealth Management
KIM icon

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

PFG 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
Q3 		– Sell
-16,268
Closed -$412K – 78
2026
Q2 		$412K Buy
16,268
+602
+4% +$14.4K 0.18% 45
2026
Q1 		$352K Buy
+15,666
New +$345K 0.15% 48

Other funds holding KIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PFG Private Wealth Management's KIM Position: Q3 2026 in Review

PFG Private Wealth Management sold out of Kimco Realty (KIM) in Q3 2026, closing a stake of 16,268 shares — an estimated $412K sold.

PFG Private Wealth Management first reported a position in KIM in Q1 2026 and held it in 2 quarters. The position peaked at $412K in Q2 2026. 335 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • PFG Private Wealth Management reported no remaining Kimco Realty position as of Q3 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 16,268 Kimco Realty shares in Q3 2026, an estimated $412K.
  • PFG Private Wealth Management first reported a position in Kimco Realty in Q1 2026 and held it in 2 quarters.
  • PFG Private Wealth Management's Kimco Realty position peaked at $412K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.