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Rothschild Investment LLC’s Kimco Realty KIM Stock Holding History

Rothschild Investment LLC’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 		$665K Buy
26,236
+25,089
+2,187% +$602K 0.02% 513
2026
Q1 		$25.8K Buy
1,147
+140
+14% +$3.08K ﹤0.01% 1321
2025
Q4 		$20.4K Sell
1,007
-254
-20% -$5.27K ﹤0.01% 1314
2025
Q3 		$27.6K Buy
1,261
+309
+32% +$6.72K ﹤0.01% 1161
2025
Q2 		$20K Buy
952
+28
+3% +$581 ﹤0.01% 1019
2025
Q1 		$19.6K Sell
924
-90
-9% -$1.97K ﹤0.01% 1008
2024
Q4 		$23.8K Buy
1,014
+91
+10% +$2.2K ﹤0.01% 961
2024
Q3 		$21.4K Buy
923
+40
+5% +$883 ﹤0.01% 986
2024
Q2 		$17.2K Buy
883
+465
+111% +$8.71K ﹤0.01% 998
2024
Q1 		$8.2K Buy
418
+60
+17% +$1.19K ﹤0.01% 1076
2023
Q4 		$7.63K Buy
+358
New +$6.76K ﹤0.01% 1027
2019
Q2 		– Sell
-19,760
Closed -$366K – 392
2019
Q1 		$366K Hold
19,760
– – 0.04% 283
2018
Q4 		$289K Buy
19,760
+1,100
+6% +$17.3K 0.04% 294
2018
Q3 		$312K Hold
18,660
– – 0.04% 293
2018
Q2 		$317K Hold
18,660
– – 0.04% 290
2018
Q1 		$269K Hold
18,660
– – 0.03% 318
2017
Q4 		$339K Sell
18,660
-1,480
-7% -$27.7K 0.04% 318
2017
Q3 		$394K Hold
20,140
– – 0.04% 305
2017
Q2 		$370K Hold
20,140
– – 0.04% 321
2017
Q1 		$445K Buy
+20,140
New +$484K 0.05% 291

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's KIM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Kimco Realty (KIM) stake by 2,187% in Q2 2026, buying an estimated $602K and bringing the position to 26,236 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #513.

Rothschild Investment LLC first reported a position in KIM in Q1 2017 and has held it in 20 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Rothschild Investment LLC held 26,236 shares of Kimco Realty worth $665K as of Q2 2026.
  • Rothschild Investment LLC bought 25,089 Kimco Realty shares in Q2 2026, an estimated $602K.
  • Kimco Realty made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #513 holding.
  • Rothschild Investment LLC first reported a position in Kimco Realty in Q1 2017 and has held it in 20 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.