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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Whipplewood Advisors's KIM Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Kimco Realty (KIM) in Q1 2026: 260 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in KIM as recently as Q2 2025.

Whipplewood Advisors first reported a position in KIM in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.09K in Q4 2024. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Whipplewood Advisors held 260 shares of Kimco Realty worth $5.84K as of Q1 2026.
  • Kimco Realty was a new Whipplewood Advisors position in Q1 2026.
  • Kimco Realty made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #579 holding.
  • Whipplewood Advisors first reported a position in Kimco Realty in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Kimco Realty position peaked at $6.09K in Q4 2024.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.