Virtus Investment Advisers’s Kimco Realty KIM Stock Holding History

Virtus Investment Advisers’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	$200K	Sell	7,908 -386	-5%	-$9.26K	0.05%	399
2026 Q1	$186K	Buy	8,294 +176	+2%	+$3.88K	0.05%	412
2025 Q4	$165K	Buy	8,118 +187	+2%	+$3.88K	0.04%	395
2025 Q3	$173K	Sell	7,931 -282	-3%	-$6.13K	0.05%	318
2025 Q2	$173K	Buy	8,213 +1,813	+28%	+$37.6K	0.06%	261
2025 Q1	$136K	Buy	+6,400	New	+$140K	0.04%	362
2018 Q1	–	Sell	-8,784	Closed	-$159K	–	245
2017 Q4	$159K	Sell	8,784 -290	-3%	-$5.43K	0.02%	423
2017 Q3	$177K	Sell	9,074 -1,306	-13%	-$25.6K	0.02%	426
2017 Q2	$190K	Buy	+10,380	New	+$204K	0.02%	427
2016 Q4	–	Sell	-76,971	Closed	-$2.23M	–	504
2016 Q3	$2.23M	Buy	+76,971	New	+$2.34M	0.14%	207

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Virtus Investment Advisers's KIM Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Kimco Realty (KIM) stake by 4.7% in Q2 2026, selling an estimated $9.26K and leaving 7,908 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #399.

Virtus Investment Advisers first reported a position in KIM in Q3 2016 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2016. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Virtus Investment Advisers held 7,908 shares of Kimco Realty worth $200K as of Q2 2026.
Virtus Investment Advisers sold 386 Kimco Realty shares in Q2 2026, an estimated $9.26K.
Kimco Realty made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #399 holding.
Virtus Investment Advisers first reported a position in Kimco Realty in Q3 2016 and has held it in 10 quarters since.
Virtus Investment Advisers's Kimco Realty position peaked at $2.23M in Q3 2016.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.