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Spire Wealth Management’s Kimco Realty KIM Stock Holding History

Spire 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 		$6.44K Hold
254
– – ﹤0.01% 1775
2026
Q1 		$5.71K Buy
254
+40
+19% +$881 ﹤0.01% 1800
2025
Q4 		$4.34K Buy
214
+98
+84% +$2.04K ﹤0.01% 1946
2025
Q3 		$2.54K Sell
116
-11
-9% -$239 ﹤0.01% 2113
2025
Q2 		$2.67K Buy
127
+27
+27% +$560 ﹤0.01% 2115
2025
Q1 		$2.13K Sell
100
-356
-78% -$7.77K ﹤0.01% 2267
2024
Q4 		$10.7K Buy
456
+346
+315% +$8.38K ﹤0.01% 1812
2024
Q3 		$2.55K Buy
110
+10
+10% +$221 ﹤0.01% 1956
2024
Q2 		$1.95K Sell
100
-847
-89% -$15.9K ﹤0.01% 2010
2024
Q1 		$18.6K Buy
947
+68
+8% +$1.35K ﹤0.01% 1541
2023
Q4 		$17.7K Buy
879
+26
+3% +$491 ﹤0.01% 1579
2023
Q3 		$15K Buy
853
+9
+1% +$175 ﹤0.01% 1606
2023
Q2 		$16.6K Sell
844
-144
-15% -$2.71K ﹤0.01% 1655
2023
Q1 		$19.3K Buy
988
+144
+17% +$2.96K ﹤0.01% 1631
2022
Q4 		$18K Sell
844
-12
-1% -$252 ﹤0.01% 1405
2022
Q3 		$16K Buy
856
+12
+1% +$253 ﹤0.01% 1411
2022
Q2 		$17K Sell
844
-844
-50% -$19.4K ﹤0.01% 1730
2022
Q1 		$42K Sell
1,688
-500
-23% -$12.1K ﹤0.01% 1511
2021
Q4 		$54K Buy
+2,188
New +$50.6K ﹤0.01% 1686
2021
Q3 		– Sell
-50
Closed -$1K – 2614
2021
Q2 		$1K Sell
50
-1,300
-96% -$27K ﹤0.01% 2537
2021
Q1 		$25K Buy
+1,350
New +$23.8K ﹤0.01% 2061

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

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

Spire Wealth Management held its Kimco Realty (KIM) position steady in Q2 2026 at 254 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Spire Wealth Management first reported a position in KIM in Q1 2021 and has held it in 21 quarters since. The position peaked at $54K in Q4 2021. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Spire Wealth Management held 254 shares of Kimco Realty worth $6.44K as of Q2 2026.
  • Spire Wealth Management left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1775 holding.
  • Spire Wealth Management first reported a position in Kimco Realty in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Kimco Realty position peaked at $54K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.