Wealthcare Advisory Partners’s Kimco Realty KIM Stock Holding History

Wealthcare Advisory Partners’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	$317K	Buy	12,514 +2,450	+24%	+$58.8K	0.01%	860
2026 Q1	$226K	Buy	+10,064	New	+$222K	﹤0.01%	975
2021 Q2	–	Sell	-147	Closed	-$3K	–	1243
2021 Q1	$3K	Buy	+147	New	+$2.59K	﹤0.01%	1787
2020 Q2	–	Sell	-175	Closed	-$2K	–	891
2020 Q1	$2K	Sell	175 -10	-5%	-$172	﹤0.01%	1302
2019 Q4	$4K	Hold	185	–	–	﹤0.01%	1155
2019 Q3	$4K	Sell	185 -11	-6%	-$209	﹤0.01%	1112
2019 Q2	$4K	Hold	196	–	–	﹤0.01%	1102
2019 Q1	$4K	Buy	196 +21	+12%	+$360	﹤0.01%	1000
2018 Q4	$3K	Buy	+175	New	+$2.75K	﹤0.01%	1032
2017 Q4	–	Sell	-41	Closed	-$1K	–	1137
2017 Q3	$1K	Buy	+41	New	+$804	﹤0.01%	824

Other funds holding KIM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's KIM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Kimco Realty (KIM) stake by 24% in Q2 2026, buying an estimated $58.8K and bringing the position to 12,514 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #860.

Wealthcare Advisory Partners first reported a position in KIM in Q3 2017 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Wealthcare Advisory Partners held 12,514 shares of Kimco Realty worth $317K as of Q2 2026.
Wealthcare Advisory Partners bought 2,450 Kimco Realty shares in Q2 2026, an estimated $58.8K.
Kimco Realty made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #860 holding.
Wealthcare Advisory Partners first reported a position in Kimco Realty in Q3 2017 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.