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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
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 $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

Values First Advisors's KIM Position: Q1 2026 in Review

Values First Advisors increased its Kimco Realty (KIM) stake by 2.3% in Q1 2026, buying an estimated $15.1K and bringing the position to 30,491 shares worth $685K. The position accounts for 0.36% of the portfolio, ranked #78.

Values First Advisors first reported a position in KIM in Q3 2021 and has held it in 19 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Values First Advisors held 30,491 shares of Kimco Realty worth $685K as of Q1 2026.
  • Values First Advisors bought 683 Kimco Realty shares in Q1 2026, an estimated $15.1K.
  • Kimco Realty made up 0.36% of Values First Advisors's portfolio in Q1 2026, its #78 holding.
  • Values First Advisors first reported a position in Kimco Realty in Q3 2021 and has held it in 19 quarters since.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.