Montgomery Financial Services »

Kimco Realty Corporation shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Kimco Realty Corporation (KIM) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Kimco Realty Corporation

Tip: Access up to 7 years of quarterly data

All positions including Kimco Realty Corporation held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kimco Realty Corporation by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 100 25.35

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Kimco Realty Corporation

BlackRock
Vanguard Portfolio Management
Cohen & Steers Capital Management
State Street Corporation
Vanguard Capital Management
FMR
Geode Capital Management
Invesco
Federated Investors
APG Asset Management US
Jpmorgan Chase & Co
Daiwa Securities Group
Centersquare Investment Management
Charles Schwab Investment Management
Dimensional Fund Advisors

View all funds holding Kimco Realty Corporation