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Avior Wealth Management’s Kimco Realty KIM Stock Holding History

Avior Wealth Management’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
-100
Closed -$2.34K – 1597
2024
Q4 		$2.34K Sell
100
-10
-9% -$242 ﹤0.01% 2088
2024
Q3 		$2.55K Buy
110
+26
+31% +$574 ﹤0.01% 1939
2024
Q2 		$1.63K Buy
84
+8
+11% +$150 ﹤0.01% 1968
2024
Q1 		$1.49K Buy
76
+60
+375% +$1.19K ﹤0.01% 2329
2023
Q4 		$340 Hold
16
– – ﹤0.01% 1448
2023
Q3 		$281 Hold
16
– – ﹤0.01% 1529
2023
Q2 		$315 Hold
16
– – ﹤0.01% 1491
2023
Q1 		$312 Hold
16
– – ﹤0.01% 1548
2022
Q4 		$338 Hold
16
– – ﹤0.01% 1197
2022
Q3 		$0 Buy
+16
New +$337 ﹤0.01% 1227

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

Avior Wealth Management's KIM Position: Q1 2025 in Review

Avior Wealth Management sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 100 shares — an estimated $2.34K sold.

Avior Wealth Management first reported a position in KIM in Q3 2022 and held it in 10 quarters. The position peaked at $2.55K in Q3 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Avior Wealth Management reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 100 Kimco Realty shares in Q1 2025, an estimated $2.34K.
  • Avior Wealth Management first reported a position in Kimco Realty in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's Kimco Realty position peaked at $2.55K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.