RFP
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Root Financial Partners's KIM Position: Q1 2026 in Review

Root Financial Partners increased its Kimco Realty (KIM) stake by 61% in Q1 2026, buying an estimated $12K and bringing the position to 1,446 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Root Financial Partners first reported a position in KIM in Q3 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Root Financial Partners held 1,446 shares of Kimco Realty worth $32.5K as of Q1 2026.
  • Root Financial Partners bought 546 Kimco Realty shares in Q1 2026, an estimated $12K.
  • Kimco Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1070 holding.
  • Root Financial Partners first reported a position in Kimco Realty in Q3 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.