Wealth Alliance’s Kimco Realty KIM Stock Holding History

Wealth Alliance’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	$944K	Buy	37,219 +1,734	+5%	+$41.6K	0.08%	203
2026 Q1	$797K	Buy	+35,485	New	+$782K	0.08%	218

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

Wealth Alliance's KIM Position: Q2 2026 in Review

Wealth Alliance increased its Kimco Realty (KIM) stake by 4.9% in Q2 2026, buying an estimated $41.6K and bringing the position to 37,219 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #203.

Wealth Alliance first reported a position in KIM in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Wealth Alliance held 37,219 shares of Kimco Realty worth $944K as of Q2 2026.
Wealth Alliance bought 1,734 Kimco Realty shares in Q2 2026, an estimated $41.6K.
Kimco Realty made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #203 holding.
Wealth Alliance first reported a position in Kimco Realty in Q1 2026 and has held it in 2 quarters since.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.