Wealth Enhancement Advisory Services
KIM icon

Wealth Enhancement Advisory Services’s Kimco Realty KIM Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.51M Buy
141,107
+78,659
+126% +$1.89M 0.01% 1223
2026
Q1 		$1.41M Buy
62,448
+9,303
+18% +$205K ﹤0.01% 1585
2025
Q4 		$1.08M Sell
53,145
-10,779
-17% -$224K ﹤0.01% 1907
2025
Q3 		$1.37M Buy
63,924
+4,412
+7% +$95.9K ﹤0.01% 1668
2025
Q2 		$1.29M Buy
59,512
+7,470
+14% +$155K ﹤0.01% 1607
2025
Q1 		$1.11M Buy
52,042
+39
+0.1% +$851 ﹤0.01% 1552
2024
Q4 		$1.22M Buy
52,003
+640
+1% +$15.5K ﹤0.01% 1441
2024
Q3 		$1.19M Buy
51,363
+225
+0.4% +$4.97K ﹤0.01% 1303
2024
Q2 		$995K Sell
51,138
-1,000
-2% -$18.7K ﹤0.01% 1280
2024
Q1 		$1.02M Buy
52,138
+23,627
+83% +$470K ﹤0.01% 1226
2023
Q4 		$608K Buy
28,511
+766
+3% +$14.5K ﹤0.01% 1397
2023
Q3 		$488K Buy
+27,745
New +$539K ﹤0.01% 1440

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

Wealth Enhancement Advisory Services's KIM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kimco Realty (KIM) stake by 126% in Q2 2026, buying an estimated $1.89M and bringing the position to 141,107 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #1223.

Wealth Enhancement Advisory Services first reported a position in KIM in Q3 2023 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 141,107 shares of Kimco Realty worth $3.51M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 78,659 Kimco Realty shares in Q2 2026, an estimated $1.89M.
  • Kimco Realty made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1223 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kimco Realty in Q3 2023 and has held it in 12 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.