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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SHP Wealth Management's KIM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Kimco Realty (KIM) in Q1 2026: 107 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings.

655 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • SHP Wealth Management held 107 shares of Kimco Realty worth $2.4K as of Q1 2026.
  • Kimco Realty was a new SHP Wealth Management position in Q1 2026.
  • Kimco Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1240 holding.
  • 655 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.