TWD
KIM icon

True Wealth Design’s Kimco Realty KIM Stock Holding History

True Wealth Design’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 		$2.89K Buy
114
+80
+235% +$1.92K ﹤0.01% 1552
2026
Q1 		$764 Hold
34
– – ﹤0.01% 1901
2025
Q4 		$690 Sell
34
-221
-87% -$4.59K ﹤0.01% 1845
2025
Q3 		$5.57K Buy
255
+217
+571% +$4.72K ﹤0.01% 1043
2025
Q2 		$799 Buy
+38
New +$788 ﹤0.01% 1555

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 $3.38T AUM 44.17% 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

True Wealth Design's KIM Position: Q2 2026 in Review

True Wealth Design increased its Kimco Realty (KIM) stake by 235% in Q2 2026, buying an estimated $1.92K and bringing the position to 114 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

True Wealth Design first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.57K in Q3 2025. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • True Wealth Design held 114 shares of Kimco Realty worth $2.89K as of Q2 2026.
  • True Wealth Design bought 80 Kimco Realty shares in Q2 2026, an estimated $1.92K.
  • Kimco Realty made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1552 holding.
  • True Wealth Design first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Kimco Realty position peaked at $5.57K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.