VAM
KIM icon

Vert Asset Management’s Kimco Realty KIM Stock Holding History

Vert Asset Management’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 		$8.83M Buy
348,358
+12,153
+4% +$292K 2.42% 13
2026
Q1 		$7.55M Sell
336,205
-51
-0% -$1.12K 2.4% 12
2025
Q4 		$6.82M Buy
336,256
+29,552
+10% +$614K 2.27% 14
2025
Q3 		$6.7M Buy
306,704
+6,910
+2% +$150K 2.25% 14
2025
Q2 		$6.3M Sell
299,794
-15,979
-5% -$331K 2.29% 14
2025
Q1 		$6.71M Buy
315,773
+17,966
+6% +$392K 2.31% 14
2024
Q4 		$6.98M Buy
297,807
+26,017
+10% +$630K 2.39% 14
2024
Q3 		$6.31M Buy
271,790
+2,054
+0.8% +$45.3K 2.18% 16
2024
Q2 		$5.25M Buy
269,736
+9,261
+4% +$173K 2.09% 18
2024
Q1 		$5.11M Buy
260,475
+20,027
+8% +$398K 2.15% 16
2023
Q4 		$5.12M Sell
240,448
-12,121
-5% -$229K 2.21% 16
2023
Q3 		$4.44M Buy
252,569
+9,678
+4% +$188K 2.25% 18
2023
Q2 		$4.79M Buy
242,891
+23,517
+11% +$443K 2.45% 16
2023
Q1 		$4.28M Buy
219,374
+76,639
+54% +$1.58M 2.52% 16
2022
Q4 		$3.02M Buy
142,735
+10,963
+8% +$230K 2.69% 16
2022
Q3 		$2.43M Buy
131,772
+9,354
+8% +$197K 2.3% 18
2022
Q2 		$2.42M Buy
122,418
+10,833
+10% +$249K 2.24% 18
2022
Q1 		$2.76M Buy
111,585
+15,162
+16% +$366K 2.22% 18
2021
Q4 		$2.38M Buy
+96,423
New +$2.23M 1.96% 20

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

Vert Asset Management's KIM Position: Q2 2026 in Review

Vert Asset Management increased its Kimco Realty (KIM) stake by 3.6% in Q2 2026, buying an estimated $292K and bringing the position to 348,358 shares worth $8.83M. The position accounts for 2.42% of the portfolio, ranked #13.

Vert Asset Management first reported a position in KIM in Q4 2021 and has held it in 19 quarters since. 690 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Vert Asset Management held 348,358 shares of Kimco Realty worth $8.83M as of Q2 2026.
  • Vert Asset Management bought 12,153 Kimco Realty shares in Q2 2026, an estimated $292K.
  • Kimco Realty made up 2.42% of Vert Asset Management's portfolio in Q2 2026, its #13 holding.
  • Vert Asset Management first reported a position in Kimco Realty in Q4 2021 and has held it in 19 quarters since.
  • 690 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.