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SHP Wealth Management’s Kimco Realty KIM Stock Holding History

SHP Wealth Management’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 		$3.63K Buy
143
+36
+34% +$864 ﹤0.01% 1239
2026
Q1 		$2.4K Buy
+107
New +$2.36K ﹤0.01% 1240

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

SHP Wealth Management's KIM Position: Q2 2026 in Review

SHP Wealth Management increased its Kimco Realty (KIM) stake by 34% in Q2 2026, buying an estimated $864 and bringing the position to 143 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

SHP Wealth Management first reported a position in KIM in Q1 2026 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • SHP Wealth Management held 143 shares of Kimco Realty worth $3.63K as of Q2 2026.
  • SHP Wealth Management bought 36 Kimco Realty shares in Q2 2026, an estimated $864.
  • Kimco Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • SHP Wealth Management first reported a position in Kimco Realty in Q1 2026 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.