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Sequoia Financial Advisors’s Kimco Realty KIM Stock Holding History

Sequoia Financial Advisors’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 		$1.51M Sell
59,735
-7,907
-12% -$190K 0.01% 754
2026
Q1 		$1.52M Buy
67,642
+18,906
+39% +$417K 0.01% 710
2025
Q4 		$988K Sell
48,736
-9,541
-16% -$198K 0.01% 892
2025
Q3 		$1.27M Buy
58,277
+24,904
+75% +$541K 0.01% 680
2025
Q2 		$702K Buy
+33,373
New +$692K ﹤0.01% 845

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sequoia Financial Advisors's KIM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Kimco Realty (KIM) stake by 12% in Q2 2026, selling an estimated $190K and leaving 59,735 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #754.

Sequoia Financial Advisors first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2026. 687 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Sequoia Financial Advisors held 59,735 shares of Kimco Realty worth $1.51M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,907 Kimco Realty shares in Q2 2026, an estimated $190K.
  • Kimco Realty made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #754 holding.
  • Sequoia Financial Advisors first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Kimco Realty position peaked at $1.52M in Q1 2026.
  • 687 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.