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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
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
+195
+3,250% +$4.68K 0.02% 60
2016
Q4 		$226 Buy
+6
New +$158 ﹤0.01% 204

Other funds holding KIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sun Life Financial's KIM Position: Q1 2026 in Review

Sun Life Financial opened a new position in Kimco Realty (KIM) in Q1 2026: 5,911 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #41 among its holdings. This is a return to the name: Sun Life Financial previously reported a position in KIM as recently as Q1 2021.

Sun Life Financial first reported a position in KIM in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.21M in Q1 2019. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Sun Life Financial held 5,911 shares of Kimco Realty worth $133K as of Q1 2026.
  • Kimco Realty was a new Sun Life Financial position in Q1 2026.
  • Kimco Realty made up 0.01% of Sun Life Financial's portfolio in Q1 2026, its #41 holding.
  • Sun Life Financial first reported a position in Kimco Realty in Q4 2016 and has held it in 19 quarters since.
  • Sun Life Financial's Kimco Realty position peaked at $2.21M in Q1 2019.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.