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Wiser Advisor Group’s Kimco Realty KIM Stock Holding History

Wiser Advisor Group’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 		$24.5K Buy
965
+10
+1% +$240 0.03% 127
2026
Q1 		$21.4K Buy
955
+11
+1% +$242 0.03% 128
2025
Q4 		$19.1K Buy
944
+12
+1% +$249 0.02% 138
2025
Q3 		$20.4K Buy
+932
New +$20.3K 0.03% 138
2025
Q2 		– Sell
-911
Closed -$19.3K – 151
2025
Q1 		$19.3K Buy
911
+11
+1% +$240 0.03% 150
2024
Q4 		$21.1K Sell
900
-43
-5% -$1.04K 0.03% 145
2024
Q3 		$21.9K Buy
943
+9
+1% +$199 0.03% 147
2024
Q2 		$18.2K Buy
934
+13
+1% +$244 0.03% 157
2024
Q1 		$18.1K Buy
921
+10
+1% +$199 0.03% 154
2023
Q4 		$19.4K Buy
+911
New +$17.2K 0.03% 151

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

Wiser Advisor Group's KIM Position: Q2 2026 in Review

Wiser Advisor Group increased its Kimco Realty (KIM) stake by 1% in Q2 2026, buying an estimated $240 and bringing the position to 965 shares worth $24.5K. The position accounts for 0.03% of the portfolio, ranked #127.

Wiser Advisor Group first reported a position in KIM in Q4 2023 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Wiser Advisor Group held 965 shares of Kimco Realty worth $24.5K as of Q2 2026.
  • Wiser Advisor Group bought 10 Kimco Realty shares in Q2 2026, an estimated $240.
  • Kimco Realty made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #127 holding.
  • Wiser Advisor Group first reported a position in Kimco Realty in Q4 2023 and has held it in 10 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.