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Atria Wealth Solutions’s Kimco Realty KIM Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-18,611
Closed -$395K – 1717
2025
Q1 		$395K Hold
18,611
– – ﹤0.01% 1316
2024
Q4 		$436K Sell
18,611
-1
-0% -$24 ﹤0.01% 1342
2024
Q3 		$432K Buy
18,612
+260
+1% +$5.74K ﹤0.01% 1310
2024
Q2 		$357K Buy
+18,352
New +$344K ﹤0.01% 1403
2022
Q2 		– Sell
-11,458
Closed -$283K – 1774
2022
Q1 		$283K Buy
+11,458
New +$277K ﹤0.01% 1353

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atria Wealth Solutions's KIM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 18,611 shares — an estimated $395K sold.

Atria Wealth Solutions first reported a position in KIM in Q1 2022 and held it in 5 quarters. The position peaked at $436K in Q4 2024. 607 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,611 Kimco Realty shares in Q2 2025, an estimated $395K.
  • Atria Wealth Solutions first reported a position in Kimco Realty in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Kimco Realty position peaked at $436K in Q4 2024.
  • 607 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.