Wedmont Private Capital’s Kimco Realty KIM Stock Holding History

Wedmont Private 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	$243K	Buy	+9,763	New	+$234K	0.01%	840
2025 Q4	–	Sell	-10,115	Closed	-$216K	–	831
2025 Q3	$216K	Buy	+10,115	New	+$220K	0.01%	735
2023 Q4	–	Sell	-10,716	Closed	-$179K	–	584
2023 Q3	$179K	Sell	10,716 -5,070	-32%	-$98.4K	0.02%	474
2023 Q2	$324K	Sell	15,786 -1,917	-11%	-$36.1K	0.03%	360
2023 Q1	$340K	Buy	17,703 +7,655	+76%	+$158K	0.04%	305
2022 Q4	$216K	Sell	10,048 -2,932	-23%	-$61.6K	0.03%	411
2022 Q3	$239K	Buy	+12,980	New	+$274K	0.05%	319
2022 Q2	–	Sell	-9,476	Closed	-$233K	–	363
2022 Q1	$233K	Buy	+9,476	New	+$229K	0.05%	284

Other funds holding KIM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wedmont Private Capital's KIM Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Kimco Realty (KIM) in Q2 2026: 9,763 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in KIM as recently as Q3 2025.

Wedmont Private Capital first reported a position in KIM in Q1 2022 and has held it in 8 quarters since. The position peaked at $340K in Q1 2023. 362 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Wedmont Private Capital held 9,763 shares of Kimco Realty worth $243K as of Q2 2026.
Kimco Realty was a new Wedmont Private Capital position in Q2 2026.
Kimco Realty made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #840 holding.
Wedmont Private Capital first reported a position in Kimco Realty in Q1 2022 and has held it in 8 quarters since.
Wedmont Private Capital's Kimco Realty position peaked at $340K in Q1 2023.
362 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.