Whipplewood Advisors’s Kimco Realty KIM Stock Holding History

Whipplewood Advisors’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	-260	Closed	-$5.84K	–	868
2026 Q1	$5.84K	Buy	+260	New	+$5.73K	﹤0.01%	579
2025 Q3	–	Sell	-260	Closed	-$5.46K	–	762
2025 Q2	$5.46K	Sell	260 -326	-56%	-$6.76K	﹤0.01%	680
2025 Q1	$5.52K	Buy	586 +326	+125%	+$7.12K	﹤0.01%	680
2024 Q4	$6.09K	Buy	+260	New	+$6.3K	﹤0.01%	651

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's KIM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Kimco Realty (KIM) in Q2 2026, closing a stake of 260 shares — an estimated $5.84K sold.

Whipplewood Advisors first reported a position in KIM in Q4 2024 and held it in 4 quarters. The position peaked at $6.09K in Q4 2024. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Whipplewood Advisors reported no remaining Kimco Realty position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 260 Kimco Realty shares in Q2 2026, an estimated $5.84K.
Whipplewood Advisors first reported a position in Kimco Realty in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Kimco Realty position peaked at $6.09K in Q4 2024.
693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.