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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Root Financial Partners's KIM Position: Q2 2026 in Review

Root Financial Partners sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 1,446 shares — an estimated $32.5K sold.

Root Financial Partners first reported a position in KIM in Q3 2025 and held it in 3 quarters. The position peaked at $32.5K in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Root Financial Partners reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,446 Kimco Realty shares in Q2 2026, an estimated $32.5K.
Root Financial Partners first reported a position in Kimco Realty in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Kimco Realty position peaked at $32.5K in Q1 2026.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.