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Values First Advisors’s Kimco Realty KIM Stock Holding History

Values First 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 		$781K Buy
30,820
+329
+1% +$7.89K 0.36% 86
2026
Q1 		$685K Buy
30,491
+683
+2% +$15.1K 0.36% 78
2025
Q4 		$604K Buy
29,808
+2,218
+8% +$46.1K 0.31% 89
2025
Q3 		$603K Buy
27,590
+450
+2% +$9.78K 0.32% 85
2025
Q2 		$570K Sell
27,140
-222
-0.8% -$4.6K 0.31% 92
2025
Q1 		$580K Buy
27,362
+271
+1% +$5.92K 0.34% 77
2024
Q4 		$635K Buy
27,091
+942
+4% +$22.8K 0.35% 79
2024
Q3 		$607K Sell
26,149
-36
-0.1% -$795 0.33% 76
2024
Q2 		$510K Buy
26,185
+168
+0.6% +$3.15K 0.31% 83
2024
Q1 		$510K Buy
26,017
+1,159
+5% +$23.1K 0.3% 95
2023
Q4 		$530K Sell
24,858
-794
-3% -$15K 0.32% 93
2023
Q3 		$451K Buy
25,652
+185
+0.7% +$3.59K 0.29% 97
2023
Q2 		$502K Buy
25,467
+888
+4% +$16.7K 0.3% 94
2023
Q1 		$480K Buy
24,579
+985
+4% +$20.3K 0.31% 91
2022
Q4 		$500K Buy
23,594
+1,256
+6% +$26.4K 0.35% 81
2022
Q3 		$411K Buy
22,338
+1,049
+5% +$22.1K 0.3% 94
2022
Q2 		$421K Sell
21,289
-834
-4% -$19.2K 0.3% 93
2022
Q1 		$546K Buy
22,123
+912
+4% +$22K 0.34% 86
2021
Q4 		$523K Sell
21,211
-1,813
-8% -$41.9K 0.31% 94
2021
Q3 		$478K Buy
+23,024
New +$492K 0.31% 97

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

Values First Advisors's KIM Position: Q2 2026 in Review

Values First Advisors increased its Kimco Realty (KIM) stake by 1.1% in Q2 2026, buying an estimated $7.89K and bringing the position to 30,820 shares worth $781K. The position accounts for 0.36% of the portfolio, ranked #86.

Values First Advisors first reported a position in KIM in Q3 2021 and has held it in 20 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Values First Advisors held 30,820 shares of Kimco Realty worth $781K as of Q2 2026.
  • Values First Advisors bought 329 Kimco Realty shares in Q2 2026, an estimated $7.89K.
  • Kimco Realty made up 0.36% of Values First Advisors's portfolio in Q2 2026, its #86 holding.
  • Values First Advisors first reported a position in Kimco Realty in Q3 2021 and has held it in 20 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.