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Steward Partners Investment Advisory’s Kimco Realty KIM Stock Holding History

Steward Partners Investment Advisory’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 		$790K Buy
31,164
+8,782
+39% +$211K ﹤0.01% 1436
2026
Q1 		$503K Buy
22,382
+20,935
+1,447% +$461K ﹤0.01% 1527
2025
Q4 		$29.3K Sell
1,447
-82
-5% -$1.7K ﹤0.01% 2958
2025
Q3 		$33.4K Hold
1,529
– – ﹤0.01% 2813
2025
Q2 		$32.1K Sell
1,529
-447
-23% -$9.27K ﹤0.01% 2701
2025
Q1 		$42K Buy
1,976
+379
+24% +$8.27K ﹤0.01% 2474
2024
Q4 		$37.4K Buy
1,597
+49
+3% +$1.19K ﹤0.01% 2492
2024
Q3 		$35.9K Sell
1,548
-18
-1% -$397 ﹤0.01% 2400
2024
Q2 		$30.5K Sell
1,566
-211
-12% -$3.95K ﹤0.01% 2329
2024
Q1 		$34.8K Sell
1,777
-221
-11% -$4.4K ﹤0.01% 2277
2023
Q4 		$42.6K Sell
1,998
-301
-13% -$5.68K ﹤0.01% 2067
2023
Q3 		$40.4K Buy
2,299
+1,337
+139% +$26K ﹤0.01% 2001
2023
Q2 		$19K Hold
962
– – ﹤0.01% 2318
2023
Q1 		$18.8K Sell
962
-2
-0.2% -$41 ﹤0.01% 2270
2022
Q4 		$20.4K Buy
964
+332
+53% +$6.98K ﹤0.01% 2224
2022
Q3 		$12K Hold
632
– – ﹤0.01% 2449
2022
Q2 		$12K Hold
632
– – ﹤0.01% 2450
2022
Q1 		$16K Hold
632
– – ﹤0.01% 2469
2021
Q4 		$16K Buy
632
+183
+41% +$4.23K ﹤0.01% 2414
2021
Q3 		$9K Buy
449
+387
+624% +$8.27K ﹤0.01% 2632
2021
Q2 		$1K Sell
62
-5,938
-99% -$123K ﹤0.01% 6971
2021
Q1 		$113K Buy
+6,000
New +$106K ﹤0.01% 1559
2020
Q1 		– Sell
-168
Closed -$3K – 2605
2019
Q4 		$3K Sell
168
-175
-51% -$3.67K ﹤0.01% 2357
2019
Q3 		$7K Hold
343
– – ﹤0.01% 2132
2019
Q2 		$6K Buy
+343
New +$6.21K ﹤0.01% 2159
2018
Q4 		– Sell
-428
Closed -$7K – 1502
2018
Q3 		$7K Buy
428
+1
+0.2% +$17 ﹤0.01% 2017
2018
Q2 		$7K Buy
427
+84
+24% +$1.27K ﹤0.01% 1876
2018
Q1 		$4K Buy
+343
New +$5.28K ﹤0.01% 1851

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's KIM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Kimco Realty (KIM) stake by 39% in Q2 2026, buying an estimated $211K and bringing the position to 31,164 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Steward Partners Investment Advisory first reported a position in KIM in Q1 2018 and has held it in 28 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Steward Partners Investment Advisory held 31,164 shares of Kimco Realty worth $790K as of Q2 2026.
  • Steward Partners Investment Advisory bought 8,782 Kimco Realty shares in Q2 2026, an estimated $211K.
  • Kimco Realty made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1436 holding.
  • Steward Partners Investment Advisory first reported a position in Kimco Realty in Q1 2018 and has held it in 28 quarters since.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.