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Physician Wealth Advisors’s Kimco Realty KIM Stock Holding History

Physician Wealth Advisors’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 		$72.1K Buy
2,845
+12
+0.4% +$288 0.01% 366
2026
Q1 		$63.7K Buy
2,833
+262
+10% +$5.77K 0.01% 354
2025
Q4 		$52.1K Buy
2,571
+728
+40% +$15.1K 0.01% 387
2025
Q3 		$40.3K Buy
1,843
+102
+6% +$2.22K 0.01% 408
2025
Q2 		$36.6K Hold
1,741
– – 0.01% 392
2025
Q1 		$37K Hold
1,741
– – 0.01% 378
2024
Q4 		$40.8K Buy
+1,741
New +$42.2K 0.01% 376

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

Physician Wealth Advisors's KIM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Kimco Realty (KIM) stake by 0.42% in Q2 2026, buying an estimated $288 and bringing the position to 2,845 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #366.

Physician Wealth Advisors first reported a position in KIM in Q4 2024 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Physician Wealth Advisors held 2,845 shares of Kimco Realty worth $72.1K as of Q2 2026.
  • Physician Wealth Advisors bought 12 Kimco Realty shares in Q2 2026, an estimated $288.
  • Kimco Realty made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • Physician Wealth Advisors first reported a position in Kimco Realty in Q4 2024 and has held it in 7 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.