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Twin Peaks Wealth Advisors’s Kimco Realty KIM Stock Holding History

Twin Peaks Wealth 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
Q1 		$11.6K Buy
+516
New +$11.4K ﹤0.01% 985
2025
Q3 		– Sell
-562
Closed -$11.9K – 1207
2025
Q2 		$11.9K Buy
+562
New +$11.7K ﹤0.01% 846

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

Twin Peaks Wealth Advisors's KIM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Kimco Realty (KIM) in Q1 2026: 516 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KIM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KIM in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.9K in Q2 2025. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 516 shares of Kimco Realty worth $11.6K as of Q1 2026.
  • Kimco Realty was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Kimco Realty made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #985 holding.
  • Twin Peaks Wealth Advisors first reported a position in Kimco Realty in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Kimco Realty position peaked at $11.9K in Q2 2025.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.