Portus Wealth Advisors’s Kimco Realty KIM Stock Holding History

Portus 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	–	Sell	-20	Closed	-$449	–	300
2026 Q1	$449	Buy	+20	New	+$441	﹤0.01%	487

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

Portus Wealth Advisors sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 20 shares — an estimated $449 sold.

Portus Wealth Advisors first reported a position in KIM in Q1 2026 and held it in 1 quarter. The position peaked at $449 in Q1 2026. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Portus Wealth Advisors reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Kimco Realty shares in Q2 2026, an estimated $449.
Portus Wealth Advisors first reported a position in Kimco Realty in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Kimco Realty position peaked at $449 in Q1 2026.
689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.