Waterloo Capital’s Kimco Realty KIM Stock Holding History

Waterloo Capital’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	–	Sell	-10,949	Closed	-$246K	–	582
2026 Q1	$246K	Buy	+10,949	New	+$241K	0.02%	435
2024 Q1	–	Sell	-11,052	Closed	-$236K	–	381
2023 Q4	$236K	Buy	+11,052	New	+$209K	0.04%	333

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

Waterloo Capital's KIM Position: Q2 2026 in Review

Waterloo Capital sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 10,949 shares — an estimated $246K sold.

Waterloo Capital first reported a position in KIM in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Waterloo Capital reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Waterloo Capital sold 10,949 Kimco Realty shares in Q2 2026, an estimated $246K.
Waterloo Capital first reported a position in Kimco Realty in Q4 2023 and held it in 2 quarters.
Waterloo Capital's Kimco Realty position peaked at $246K in Q1 2026.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.