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Simplicity Wealth’s Kimco Realty KIM Stock Holding History

Simplicity Wealth’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 		$219K Sell
8,655
-2,596
-23% -$62.3K 0.01% 951
2026
Q1 		$253K Buy
11,251
+378
+3% +$8.33K 0.01% 645
2025
Q4 		$220K Buy
10,873
+1,458
+15% +$30.3K 0.01% 646
2025
Q3 		$206K Buy
+9,415
New +$205K 0.01% 677
2024
Q3 		– Sell
-30,120
Closed -$586K – 869
2024
Q2 		$586K Buy
30,120
+274
+0.9% +$5.13K 0.01% 693
2024
Q1 		$585K Buy
+29,846
New +$594K 0.01% 675

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

Simplicity Wealth's KIM Position: Q2 2026 in Review

Simplicity Wealth reduced its Kimco Realty (KIM) stake by 23% in Q2 2026, selling an estimated $62.3K and leaving 8,655 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #951.

Simplicity Wealth first reported a position in KIM in Q1 2024 and has held it in 6 quarters since. The position peaked at $586K in Q2 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Simplicity Wealth held 8,655 shares of Kimco Realty worth $219K as of Q2 2026.
  • Simplicity Wealth sold 2,596 Kimco Realty shares in Q2 2026, an estimated $62.3K.
  • Kimco Realty made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #951 holding.
  • Simplicity Wealth first reported a position in Kimco Realty in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Kimco Realty position peaked at $586K in Q2 2024.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.