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Avantax Advisory Services’s Kimco Realty KIM Stock Holding History

Avantax Advisory Services’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 		$356K Buy
16,950
+3,719
+28% +$77.1K ﹤0.01% 1788
2025
Q1 		$281K Buy
13,231
+392
+3% +$8.56K ﹤0.01% 1879
2024
Q4 		$301K Buy
12,839
+539
+4% +$13.1K ﹤0.01% 1775
2024
Q3 		$286K Buy
12,300
+2,132
+21% +$47.1K ﹤0.01% 1792
2024
Q2 		$198K Buy
+10,168
New +$190K ﹤0.01% 1959

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $34.8B AUM 20.7% 1-Year Est. Return

Avantax Advisory Services's KIM Position: Q2 2025 in Review

Avantax Advisory Services increased its Kimco Realty (KIM) stake by 28% in Q2 2025, buying an estimated $77.1K and bringing the position to 16,950 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Avantax Advisory Services first reported a position in KIM in Q2 2024 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

  • Avantax Advisory Services held 16,950 shares of Kimco Realty worth $356K as of Q2 2025.
  • Avantax Advisory Services bought 3,719 Kimco Realty shares in Q2 2025, an estimated $77.1K.
  • Kimco Realty made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1788 holding.
  • Avantax Advisory Services first reported a position in Kimco Realty in Q2 2024 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.