Beverly Hills Private Wealth’s Kimco Realty Corporation Depositary Shares, each representing 1/1,000th interest in a share of 7.25% Class N Cumulative Convertible Perpetual Preferred Stock KIM.PRN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$537K	Buy	+8,878	New	+$537K	0.1%	167
2024 Q4	–	Sell	-27,040	Closed	-$1.66M	–	349
2024 Q3	$1.66M	Buy	27,040 +6,950	+35%	+$427K	0.34%	86
2024 Q2	$1.1M	Buy	20,090 +4,264	+27%	+$233K	0.24%	106
2024 Q1	$892K	Buy	+15,826	New	+$892K	0.21%	112