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Asset Dedication LLC’s Kimco Realty KIM Stock Holding History

Asset Dedication LLC’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
2025
Q1 		– Sell
-23
Closed -$539 – 1152
2024
Q4 		$539 Hold
23
– – ﹤0.01% 1046
2024
Q3 		$535 Hold
23
– – ﹤0.01% 1095
2024
Q2 		$448 Sell
23
-500
-96% -$9.37K ﹤0.01% 1141
2024
Q1 		$10K Hold
523
– – ﹤0.01% 688
2023
Q4 		$11K Hold
523
– – ﹤0.01% 664
2023
Q3 		$9K Buy
523
+500
+2,174% +$9.71K ﹤0.01% 694
2023
Q2 		$0 Hold
23
– – ﹤0.01% 1000
2023
Q1 		$0 Hold
23
– – ﹤0.01% 1013
2022
Q4 		$0 Buy
+23
New +$483 ﹤0.01% 1069

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Asset Dedication LLC's KIM Position: Q1 2025 in Review

Asset Dedication LLC sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 23 shares — an estimated $539 sold.

Asset Dedication LLC first reported a position in KIM in Q4 2022 and held it in 9 quarters. The position peaked at $11K in Q4 2023. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Asset Dedication LLC reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 23 Kimco Realty shares in Q1 2025, an estimated $539.
  • Asset Dedication LLC first reported a position in Kimco Realty in Q4 2022 and held it in 9 quarters.
  • Asset Dedication LLC's Kimco Realty position peaked at $11K in Q4 2023.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Asset Dedication LLC's 13F filing for Q1 2025, filed 1 May 2025.