Root Financial Partners
KIM icon

Root Financial Partners’s Kimco Realty KIM Stock Holding History

Root Financial Partners’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 		$137K Buy
+6,172
New +$150K ﹤0.01% 586
2026
Q2 		– Sell
-1,446
Closed -$32.5K – 1885
2026
Q1 		$32.5K Buy
1,446
+546
+61% +$12K ﹤0.01% 1070
2025
Q4 		$18.2K Sell
900
-33
-4% -$685 ﹤0.01% 1230
2025
Q3 		$20.4K Buy
+933
New +$20.3K ﹤0.01% 1109

Other funds holding KIM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Root Financial Partners's KIM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kimco Realty (KIM) in Q3 2026: 6,172 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KIM as recently as Q1 2026.

Root Financial Partners first reported a position in KIM in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Root Financial Partners held 6,172 shares of Kimco Realty worth $137K as of Q3 2026.
  • Kimco Realty was a new Root Financial Partners position in Q3 2026.
  • Kimco Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #586 holding.
  • Root Financial Partners first reported a position in Kimco Realty in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.