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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
Q2 		– Sell
-516
Closed -$11.6K – 1274
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 $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

Twin Peaks Wealth Advisors's KIM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 516 shares — an estimated $11.6K sold.

Twin Peaks Wealth Advisors first reported a position in KIM in Q2 2025 and held it in 2 quarters. The position peaked at $11.9K in Q2 2025. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 516 Kimco Realty shares in Q2 2026, an estimated $11.6K.
  • Twin Peaks Wealth Advisors first reported a position in Kimco Realty in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Kimco Realty position peaked at $11.9K in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.