BNC Wealth Management’s Kimco Realty KIM Stock Holding History

BNC 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	-202,572	Closed	-$4.75M	–	105
2024 Q4	$4.75M	Buy	+202,572	New	+$4.91M	1.56%	22

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

BNC Wealth Management sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 202,572 shares — an estimated $4.75M sold.

BNC Wealth Management first reported a position in KIM in Q4 2024 and held it in 1 quarter. The position peaked at $4.75M in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

BNC Wealth Management reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
BNC Wealth Management sold 202,572 Kimco Realty shares in Q1 2025, an estimated $4.75M.
BNC Wealth Management first reported a position in Kimco Realty in Q4 2024 and held it in 1 quarter.
BNC Wealth Management's Kimco Realty position peaked at $4.75M in Q4 2024.
584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on BNC Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.