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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
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 		$5.57K 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 		$5.83K Hold
297
– – ﹤0.01% 577
2023
Q4 		$6.33K Buy
+297
New +$5.61K ﹤0.01% 549

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

Private Wealth Management Group's KIM Position: Q2 2026 in Review

Private Wealth Management Group held its Kimco Realty (KIM) position steady in Q2 2026 at 272 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Private Wealth Management Group first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Private Wealth Management Group held 272 shares of Kimco Realty worth $6.9K as of Q2 2026.
  • Private Wealth Management Group left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #710 holding.
  • Private Wealth Management Group first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.