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

Private Wealth Management Group’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	$6.04K	Hold	272	–	–	﹤0.01%	824
2026 Q2	$6.9K	Hold	272	–	–	﹤0.01%	710
2026 Q1	$6.11K	Hold	272	–	–	﹤0.01%	695
2025 Q4	$5.51K	Buy	272 +10	+4%	+$208	﹤0.01%	733
2025 Q3	$5.72K	Hold	262	–	–	﹤0.01%	739
2025 Q2	$5.51K	Hold	262	–	–	﹤0.01%	716
2025 Q1	$5.56K	Hold	262	–	–	﹤0.01%	679
2024 Q4	$6.14K	Hold	262	–	–	﹤0.01%	658
2024 Q3	$6.08K	Hold	262	–	–	﹤0.01%	652
2024 Q2	$5.1K	Sell	262 -35	-12%	-$656	﹤0.01%	695
2024 Q1	$5.82K	Hold	297	–	–	﹤0.01%	577
2023 Q4	$6.33K	Buy	+297	New	+$5.61K	﹤0.01%	549

Other funds holding KIM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Private Wealth Management Group held its Kimco Realty (KIM) position steady in Q3 2026 at 272 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Private Wealth Management Group first reported a position in KIM in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.9K in Q2 2026. 335 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Private Wealth Management Group held 272 shares of Kimco Realty worth $6.04K as of Q3 2026.
Private Wealth Management Group left its Kimco Realty share count unchanged in Q3 2026.
Kimco Realty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #824 holding.
Private Wealth Management Group first reported a position in Kimco Realty in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Kimco Realty position peaked at $6.9K in Q2 2026.
335 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.