Bogart Wealth LLC’s Kimco Realty KIM Stock Holding History

Bogart Wealth LLC’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	$22.5K	Sell	1,000 -24	-2%	-$529	﹤0.01%	689
2025 Q4	$20.8K	Buy	1,024 +24	+2%	+$498	﹤0.01%	669
2025 Q3	$21.9K	Hold	1,000	–	–	﹤0.01%	637
2025 Q2	$21K	Sell	1,000 -23	-2%	-$477	﹤0.01%	619
2025 Q1	$21.7K	Buy	1,023 +23	+2%	+$502	﹤0.01%	569
2024 Q4	$23.4K	Sell	1,000 -60	-6%	-$1.45K	﹤0.01%	553
2024 Q3	$24.6K	Buy	1,060 +1	+0.1%	+$22	﹤0.01%	519
2024 Q2	$20.6K	Sell	1,059 -42	-4%	-$787	﹤0.01%	529
2024 Q1	$21.6K	Buy	1,101 +1	+0.1%	+$20	﹤0.01%	504
2023 Q4	$23.4K	Buy	+1,100	New	+$20.8K	﹤0.01%	483

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