SOA Wealth Advisors’s Kimco Realty KIM Stock Holding History

SOA Wealth 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	$189	Hold	7	–	–	﹤0.01%	849
2026 Q1	$166	Hold	7	–	–	﹤0.01%	818
2025 Q4	$148	Sell	7 -9	-56%	-$187	﹤0.01%	821
2025 Q3	$340	Buy	16 +1	+7%	+$22	﹤0.01%	818
2025 Q2	$324	Hold	15	–	–	﹤0.01%	803
2025 Q1	$323	Hold	15	–	–	﹤0.01%	813
2024 Q4	$352	Hold	15	–	–	﹤0.01%	796
2024 Q3	$345	Hold	15	–	–	﹤0.01%	768
2024 Q2	$287	Hold	15	–	–	﹤0.01%	791
2024 Q1	$285	Buy	15 +1	+7%	+$20	﹤0.01%	838
2023 Q4	$306	Hold	14	–	–	﹤0.01%	826
2023 Q3	$250	Hold	14	–	–	﹤0.01%	864
2023 Q2	$277	Hold	14	–	–	﹤0.01%	861
2023 Q1	$271	Hold	14	–	–	﹤0.01%	882
2022 Q4	$290	Buy	14 +1	+8%	+$21	﹤0.01%	883
2022 Q3	$0	Hold	13	–	–	﹤0.01%	905
2022 Q2	$0	Sell	13 -62	-83%	-$1.42K	﹤0.01%	921
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	854
2021 Q4	$1K	Hold	75	–	–	﹤0.01%	828
2021 Q3	$1K	Sell	75 -17	-18%	-$363	﹤0.01%	846
2021 Q2	$1K	Buy	92 +90	+4,500%	+$1.87K	﹤0.01%	826
2021 Q1	$0	Sell	2 -45	-96%	-$794	﹤0.01%	870
2020 Q4	$0	Buy	+47	New	+$622	﹤0.01%	840

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

SOA Wealth Advisors's KIM Position: Q2 2026 in Review

SOA Wealth Advisors held its Kimco Realty (KIM) position steady in Q2 2026 at 7 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #849.

SOA Wealth Advisors first reported a position in KIM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1K in Q1 2022. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

SOA Wealth Advisors held 7 shares of Kimco Realty worth $189 as of Q2 2026.
SOA Wealth Advisors left its Kimco Realty share count unchanged in Q2 2026.
Kimco Realty made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #849 holding.
SOA Wealth Advisors first reported a position in Kimco Realty in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Kimco Realty position peaked at $1K in Q1 2022.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.