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Sagespring Wealth Partners’s Kimco Realty KIM Stock Holding History

Sagespring Wealth 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 		$263K Buy
10,358
+290
+3% +$6.96K ﹤0.01% 742
2026
Q1 		$226K Buy
+10,068
New +$222K ﹤0.01% 749

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

Sagespring Wealth Partners's KIM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Kimco Realty (KIM) stake by 2.9% in Q2 2026, buying an estimated $6.96K and bringing the position to 10,358 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Sagespring Wealth Partners first reported a position in KIM in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Sagespring Wealth Partners held 10,358 shares of Kimco Realty worth $263K as of Q2 2026.
  • Sagespring Wealth Partners bought 290 Kimco Realty shares in Q2 2026, an estimated $6.96K.
  • Kimco Realty made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #742 holding.
  • Sagespring Wealth Partners first reported a position in Kimco Realty in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.