Sun Life Financial
KIM icon

Sun Life Financial’s Kimco Realty KIM Stock Holding History

Sun Life Financial’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
Q3 		$131K Hold
5,911
– – 0.01% 147
2026
Q2 		$150K Hold
5,911
– – 0.01% 41
2026
Q1 		$133K Buy
+5,911
New +$130K 0.01% 41
2021
Q2 		– Sell
-252
Closed -$5K – 300
2021
Q1 		$5K Sell
252
-4
-2% -$71 ﹤0.01% 488
2020
Q4 		$4K Sell
256
-3
-1% -$40 ﹤0.01% 485
2020
Q3 		$3K Sell
259
-45,868
-99% -$541K ﹤0.01% 488
2020
Q2 		$592K Buy
46,127
+1,197
+3% +$13.3K 0.12% 61
2020
Q1 		$434K Sell
44,930
-5,380
-11% -$92.4K 0.11% 66
2019
Q4 		$1.04M Sell
50,310
-28,541
-36% -$599K 0.28% 27
2019
Q3 		$1.65M Buy
78,851
+22,387
+40% +$426K 0.42% 19
2019
Q2 		$1.04M Sell
56,464
-62,788
-53% -$1.14M 0.26% 27
2019
Q1 		$2.21M Buy
119,252
+118,087
+10,136% +$2.03M 0.49% 20
2018
Q4 		$17K Sell
1,165
-14,485
-93% -$227K ﹤0.01% 576
2018
Q3 		$262K Buy
15,650
+13
+0.1% +$218 0.05% 190
2018
Q2 		$266K Buy
15,637
+15,400
+6,498% +$233K 0.04% 188
2018
Q1 		$16.4K Sell
237
-108,782
-100% -$1.68M 0.15% 80
2017
Q4 		$1.98M Buy
109,019
+74,789
+218% +$1.4M 0.2% 39
2017
Q3 		$669K Buy
34,230
+22,200
+185% +$435K 0.07% 100
2017
Q2 		$221K Buy
12,030
+11,829
+5,885% +$232K 0.02% 217
2017
Q1 		$9.11K Buy
+201
New +$4.83K 0.02% 60

Other funds holding KIM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sun Life Financial's KIM Position: Q3 2026 in Review

Sun Life Financial held its Kimco Realty (KIM) position steady in Q3 2026 at 5,911 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #147.

Sun Life Financial first reported a position in KIM in Q1 2017 and has held it in 20 quarters since. The position peaked at $2.21M in Q1 2019. 574 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Sun Life Financial held 5,911 shares of Kimco Realty worth $131K as of Q3 2026.
  • Sun Life Financial left its Kimco Realty share count unchanged in Q3 2026.
  • Kimco Realty made up 0.01% of Sun Life Financial's portfolio in Q3 2026, its #147 holding.
  • Sun Life Financial first reported a position in Kimco Realty in Q1 2017 and has held it in 20 quarters since.
  • Sun Life Financial's Kimco Realty position peaked at $2.21M in Q1 2019.
  • 574 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Sun Life Financial's 13F filing for Q3 2026, filed 13 Nov 2026.