Values First Advisors
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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
Q3 		$683K Sell
30,758
-62
-0.2% -$1.51K 0.32% 83
2026
Q2 		$781K Buy
30,820
+329
+1% +$7.89K 0.36% 86
2026
Q1 		$685K Buy
30,491
+683
+2% +$15K 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% +$9.8K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Values First Advisors's KIM Position: Q3 2026 in Review

Values First Advisors reduced its Kimco Realty (KIM) stake by 0.2% in Q3 2026, selling an estimated $1.51K and leaving 30,758 shares worth $683K. The position accounts for 0.32% of the portfolio, ranked #83.

Values First Advisors first reported a position in KIM in Q3 2021 and has held it in 21 quarters since. The position peaked at $781K in Q2 2026. 188 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Values First Advisors held 30,758 shares of Kimco Realty worth $683K as of Q3 2026.
  • Values First Advisors sold 62 Kimco Realty shares in Q3 2026, an estimated $1.51K.
  • Kimco Realty made up 0.32% of Values First Advisors's portfolio in Q3 2026, its #83 holding.
  • Values First Advisors first reported a position in Kimco Realty in Q3 2021 and has held it in 21 quarters since.
  • Values First Advisors's Kimco Realty position peaked at $781K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.