Synergy Investment Management’s Kimco Realty KIM Stock Holding History

Synergy Investment Management’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	–	Sell	-21	Closed	-$472	–	1143
2026 Q1	$472	Buy	+21	New	+$463	﹤0.01%	841

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Synergy Investment Management's KIM Position: Q2 2026 in Review

Synergy Investment Management sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 21 shares — an estimated $472 sold.

Synergy Investment Management first reported a position in KIM in Q1 2026 and held it in 1 quarter. The position peaked at $472 in Q1 2026. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Synergy Investment Management reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 21 Kimco Realty shares in Q2 2026, an estimated $472.
Synergy Investment Management first reported a position in Kimco Realty in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Kimco Realty position peaked at $472 in Q1 2026.
689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.