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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

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BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return