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Principia Wealth Advisory’s Kimco Realty KIM Stock Holding History

Principia Wealth Advisory’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 		$913 Sell
36
-8
-18% -$192 ﹤0.01% 783
2026
Q1 		$989 Buy
44
+15
+52% +$331 ﹤0.01% 712
2025
Q4 		$588 Sell
29
-11
-28% -$228 ﹤0.01% 794
2025
Q3 		$874 Buy
40
+12
+43% +$261 ﹤0.01% 685
2025
Q2 		$589 Buy
28
+15
+115% +$311 ﹤0.01% 699
2025
Q1 		$262 Sell
13
-13
-50% -$284 ﹤0.01% 728
2024
Q4 		$609 Buy
+26
New +$630 ﹤0.01% 490

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

Principia Wealth Advisory's KIM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Kimco Realty (KIM) stake by 18% in Q2 2026, selling an estimated $192 and leaving 36 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Principia Wealth Advisory first reported a position in KIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $989 in Q1 2026. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Principia Wealth Advisory held 36 shares of Kimco Realty worth $913 as of Q2 2026.
  • Principia Wealth Advisory sold 8 Kimco Realty shares in Q2 2026, an estimated $192.
  • Kimco Realty made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #783 holding.
  • Principia Wealth Advisory first reported a position in Kimco Realty in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Kimco Realty position peaked at $989 in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.