Avion Wealth’s Kimco Realty KIM Stock Holding History

Avion Wealth’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
2026 Q1	$9K	Hold	404	–	–	﹤0.01%	518
2025 Q4	$8K	Buy	404 +26	+7%	+$540	﹤0.01%	549
2025 Q3	$8K	Buy	378 +24	+7%	+$522	﹤0.01%	539
2025 Q2	$7K	Sell	354 -3	-0.8%	-$62	﹤0.01%	548
2025 Q1	$8K	Hold	357	–	–	﹤0.01%	442
2024 Q4	$8K	Buy	357 +22	+7%	+$533	﹤0.01%	441
2024 Q3	$7K	Buy	335 +22	+7%	+$486	﹤0.01%	449
2024 Q2	$6K	Buy	313 +54	+21%	+$1.01K	﹤0.01%	432
2024 Q1	$6K	Hold	259	–	–	﹤0.01%	423
2023 Q4	$6K	Sell	259 -27	-9%	-$510	﹤0.01%	371
2023 Q3	$5K	Hold	286	–	–	﹤0.01%	363
2023 Q2	$5K	Sell	286 -6	-2%	-$113	﹤0.01%	357
2023 Q1	$6K	Buy	292 +33	+13%	+$679	﹤0.01%	302
2022 Q4	$4K	Hold	259	–	–	﹤0.01%	338
2022 Q3	$5K	Sell	259 -10	-4%	-$211	﹤0.01%	331
2022 Q2	$5K	Buy	269 +10	+4%	+$230	﹤0.01%	327
2022 Q1	$6K	Hold	259	–	–	﹤0.01%	279
2021 Q4	$6K	Hold	259	–	–	﹤0.01%	279
2021 Q3	$5K	Buy	+259	New	+$5.54K	﹤0.01%	284

Other funds holding KIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return