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Tobias Financial Advisors’s Kimco Realty KIM Stock Holding History

Tobias Financial Advisors’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 		$300K Buy
11,843
+93
+0.8% +$2.23K 0.04% 117
2026
Q1 		$264K Buy
11,750
+99
+0.8% +$2.18K 0.04% 118
2025
Q4 		$236K Buy
11,651
+56
+0.5% +$1.16K 0.03% 132
2025
Q3 		$253K Sell
11,595
-3,295
-22% -$71.6K 0.04% 110
2025
Q2 		$313K Buy
14,890
+100
+0.7% +$2.07K 0.05% 96
2025
Q1 		$314K Buy
14,790
+100
+0.7% +$2.18K 0.06% 87
2024
Q4 		$344K Buy
14,690
+89
+0.6% +$2.16K 0.07% 82
2024
Q3 		$339K Buy
14,601
+83
+0.6% +$1.83K 0.07% 81
2024
Q2 		$283K Buy
14,518
+125
+0.9% +$2.34K 0.06% 84
2024
Q1 		$282K Buy
14,393
+97
+0.7% +$1.93K 0.06% 81
2023
Q4 		$305K Buy
14,296
+120
+0.8% +$2.27K 0.07% 75
2023
Q3 		$249K Buy
14,176
+100
+0.7% +$1.94K 0.07% 79
2023
Q2 		$278K Buy
14,076
+94
+0.7% +$1.77K 0.07% 77
2023
Q1 		$273K Buy
13,982
+99
+0.7% +$2.04K 0.08% 69
2022
Q4 		$294K Sell
13,883
-2,952
-18% -$62.1K 0.1% 69
2022
Q3 		$310K Buy
16,835
+88
+0.5% +$1.86K 0.11% 68
2022
Q2 		$331K Buy
+16,747
New +$385K 0.11% 66

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

Tobias Financial Advisors's KIM Position: Q2 2026 in Review

Tobias Financial Advisors increased its Kimco Realty (KIM) stake by 0.79% in Q2 2026, buying an estimated $2.23K and bringing the position to 11,843 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #117.

Tobias Financial Advisors first reported a position in KIM in Q2 2022 and has held it in 17 quarters since. The position peaked at $344K in Q4 2024. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Tobias Financial Advisors held 11,843 shares of Kimco Realty worth $300K as of Q2 2026.
  • Tobias Financial Advisors bought 93 Kimco Realty shares in Q2 2026, an estimated $2.23K.
  • Kimco Realty made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Tobias Financial Advisors first reported a position in Kimco Realty in Q2 2022 and has held it in 17 quarters since.
  • Tobias Financial Advisors's Kimco Realty position peaked at $344K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.