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Steph & Co’s Kimco Realty KIM Stock Holding History

Steph & Co’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 		$640K Buy
25,254
+3,312
+15% +$79.5K 0.16% 55
2026
Q1 		$493K Buy
21,942
+216
+1% +$4.76K 0.14% 57
2025
Q4 		$440K Sell
21,726
-546
-2% -$11.3K 0.13% 60
2025
Q3 		$487K Sell
22,272
-2,347
-10% -$51K 0.15% 56
2025
Q2 		$517K Sell
24,619
-274
-1% -$5.68K 0.17% 57
2025
Q1 		$529K Sell
24,893
-1,434
-5% -$31.3K 0.19% 56
2024
Q4 		$617K Sell
26,327
-780
-3% -$18.9K 0.21% 49
2024
Q3 		$629K Sell
27,107
-5,298
-16% -$117K 0.2% 50
2024
Q2 		$631K Sell
32,405
-1,946
-6% -$36.5K 0.22% 45
2024
Q1 		$674K Sell
34,351
-285
-0.8% -$5.67K 0.23% 45
2023
Q4 		$738K Sell
34,636
-2,848
-8% -$53.8K 0.36% 32
2023
Q3 		$659K Buy
37,484
+3,514
+10% +$68.2K 0.37% 38
2023
Q2 		$670K Buy
33,970
+11,646
+52% +$219K 0.37% 39
2023
Q1 		$436K Buy
22,324
+3,599
+19% +$74.1K 0.27% 57
2022
Q4 		$397K Buy
18,725
+4,627
+33% +$97.3K 0.25% 61
2022
Q3 		$260K Buy
14,098
+350
+3% +$7.38K 0.18% 73
2022
Q2 		$272K Sell
13,748
-2,411
-15% -$55.4K 0.17% 69
2022
Q1 		$399K Buy
16,159
+189
+1% +$4.56K 0.24% 52
2021
Q4 		$394K Sell
15,970
-125
-0.8% -$2.89K 0.23% 53
2021
Q3 		$334K Buy
16,095
+1,650
+11% +$35.3K 0.21% 59
2021
Q2 		$301K Buy
14,445
+826
+6% +$17.1K 0.2% 65
2021
Q1 		$255K Buy
13,619
+791
+6% +$14K 0.18% 73
2020
Q4 		$193K Buy
+12,828
New +$170K 0.15% 84

Other funds holding KIM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steph & Co's KIM Position: Q2 2026 in Review

Steph & Co increased its Kimco Realty (KIM) stake by 15% in Q2 2026, buying an estimated $79.5K and bringing the position to 25,254 shares worth $640K. The position accounts for 0.16% of the portfolio, ranked #55.

Steph & Co first reported a position in KIM in Q4 2020 and has held it in 23 quarters since. The position peaked at $738K in Q4 2023. 82 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Steph & Co held 25,254 shares of Kimco Realty worth $640K as of Q2 2026.
  • Steph & Co bought 3,312 Kimco Realty shares in Q2 2026, an estimated $79.5K.
  • Kimco Realty made up 0.16% of Steph & Co's portfolio in Q2 2026, its #55 holding.
  • Steph & Co first reported a position in Kimco Realty in Q4 2020 and has held it in 23 quarters since.
  • Steph & Co's Kimco Realty position peaked at $738K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.