Blue Trust Inc’s Kimco Realty KIM Stock Holding History

Blue Trust Inc’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	$8.04K	Sell	358 -242	-40%	-$5.33K	﹤0.01%	1889
2025 Q4	$12.2K	Sell	600 -138	-19%	-$2.87K	﹤0.01%	1815
2025 Q3	$16.1K	Hold	738	–	–	﹤0.01%	1722
2025 Q2	$15.5K	Buy	738 +19	+3%	+$394	﹤0.01%	1762
2025 Q1	$15.3K	Buy	719 +71	+11%	+$1.55K	﹤0.01%	1732
2024 Q4	$15.2K	Sell	648 -5,669	-90%	-$137K	﹤0.01%	1690
2024 Q3	$123K	Buy	6,317 +4,205	+199%	+$92.8K	﹤0.01%	1110
2024 Q2	$41.4K	Buy	2,112 +1,816	+614%	+$34K	﹤0.01%	1324
2024 Q1	$5.8K	Sell	296 -569	-66%	-$11.3K	﹤0.01%	1601
2023 Q4	$15K	Buy	865 +707	+447%	+$13.3K	﹤0.01%	1425
2023 Q3	$4K	Buy	158 +93	+143%	+$1.81K	﹤0.01%	1698
2023 Q2	$1K	Sell	65 -956	-94%	-$18K	﹤0.01%	1870
2023 Q1	$22K	Sell	1,021 -791	-44%	-$16.3K	﹤0.01%	1333
2022 Q4	$33K	Buy	1,812 +669	+59%	+$14.1K	﹤0.01%	1098
2022 Q3	$23K	Buy	1,143 +920	+413%	+$19.4K	﹤0.01%	1035
2022 Q2	$5K	Buy	+223	New	+$5.12K	﹤0.01%	1437

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