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Sunbelt Securities’s Kimco Realty KIM Stock Holding History

Sunbelt Securities’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 		$132K Sell
5,876
-662
-10% -$14.6K 0.01% 755
2025
Q4 		$133K Buy
6,538
+18
+0.3% +$374 0.01% 749
2025
Q3 		$142K Sell
6,520
-3,134
-32% -$68.1K 0.01% 736
2025
Q2 		$226K Buy
9,654
+265
+3% +$5.5K 0.02% 556
2025
Q1 		$199K Sell
9,389
-265
-3% -$5.79K 0.02% 563
2024
Q4 		$224K Sell
9,654
-487
-5% -$11.8K 0.02% 557
2024
Q3 		$235K Sell
10,141
-582
-5% -$12.8K 0.02% 549
2024
Q2 		$209K Buy
10,723
+23
+0.2% +$431 0.02% 546
2024
Q1 		$210K Buy
10,700
+1,272
+13% +$25.3K 0.02% 519
2023
Q4 		$201K Sell
9,428
-1,298
-12% -$24.5K 0.03% 489
2023
Q3 		$189K Sell
10,726
-682
-6% -$13.2K 0.03% 493
2023
Q2 		$225K Sell
11,408
-532
-4% -$10K 0.03% 441
2023
Q1 		$225K Buy
11,940
+1,028
+9% +$21.2K 0.04% 409
2022
Q4 		$231K Buy
+10,912
New +$229K 0.05% 398

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sunbelt Securities's KIM Position: Q1 2026 in Review

Sunbelt Securities reduced its Kimco Realty (KIM) stake by 10% in Q1 2026, selling an estimated $14.6K and leaving 5,876 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #755.

Sunbelt Securities first reported a position in KIM in Q4 2022 and has held it in 14 quarters since. The position peaked at $235K in Q3 2024. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Sunbelt Securities held 5,876 shares of Kimco Realty worth $132K as of Q1 2026.
  • Sunbelt Securities sold 662 Kimco Realty shares in Q1 2026, an estimated $14.6K.
  • Kimco Realty made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #755 holding.
  • Sunbelt Securities first reported a position in Kimco Realty in Q4 2022 and has held it in 14 quarters since.
  • Sunbelt Securities's Kimco Realty position peaked at $235K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.