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Summit Securities Group’s Kimco Realty KIM Stock Holding History

Summit Securities Group’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 		$68K Buy
2,681
+2,570
+2,315% +$61.7K 0.01% 513
2026
Q1 		$2.49K Sell
111
-895
-89% -$19.7K ﹤0.01% 918
2025
Q4 		$20.4K Sell
1,006
-160
-14% -$3.32K ﹤0.01% 799
2025
Q3 		$25.5K Buy
1,166
+710
+156% +$15.4K 0.01% 729
2025
Q2 		$9.59K Buy
+456
New +$9.46K ﹤0.01% 895
2025
Q1 		– Sell
-1,100
Closed -$25.8K – 958
2024
Q4 		$25.8K Buy
+1,100
New +$26.6K 0.01% 352
2023
Q3 		– Sell
-811
Closed -$16K – 811
2023
Q2 		$16K Sell
811
-404
-33% -$7.61K ﹤0.01% 687
2023
Q1 		$24K Buy
1,215
+590
+94% +$12.1K ﹤0.01% 591
2022
Q4 		$13K Buy
+625
New +$13.1K ﹤0.01% 994
2022
Q3 		– Sell
-1,290
Closed -$26K – 1046
2022
Q2 		$26K Buy
1,290
+728
+130% +$16.7K ﹤0.01% 717
2022
Q1 		$14K Buy
+562
New +$13.6K ﹤0.01% 778
2015
Q1 		– Sell
-200
Closed -$5K – 528
2014
Q4 		$5K Buy
+200
New +$4.89K ﹤0.01% 502

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

Summit Securities Group's KIM Position: Q2 2026 in Review

Summit Securities Group increased its Kimco Realty (KIM) stake by 2,315% in Q2 2026, buying an estimated $61.7K and bringing the position to 2,681 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #513.

Summit Securities Group first reported a position in KIM in Q4 2014 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Summit Securities Group held 2,681 shares of Kimco Realty worth $68K as of Q2 2026.
  • Summit Securities Group bought 2,570 Kimco Realty shares in Q2 2026, an estimated $61.7K.
  • Kimco Realty made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #513 holding.
  • Summit Securities Group first reported a position in Kimco Realty in Q4 2014 and has held it in 12 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.