CAPTRUST Financial Advisors
KIM icon

CAPTRUST Financial Advisors’s Kimco Realty KIM Stock Holding History

CAPTRUST Financial Advisors’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 		$881K Buy
39,199
+21,533
+122% +$474K ﹤0.01% 1687
2025
Q4 		$358K Sell
17,666
-5,566
-24% -$116K ﹤0.01% 2114
2025
Q3 		$508K Buy
23,232
+3,700
+19% +$80.4K ﹤0.01% 1811
2025
Q2 		$411K Sell
19,532
-333
-2% -$6.91K ﹤0.01% 1856
2025
Q1 		$422K Sell
19,865
-336
-2% -$7.33K ﹤0.01% 1738
2024
Q4 		$473K Buy
20,201
+5,544
+38% +$134K ﹤0.01% 1631
2024
Q3 		$340K Buy
14,657
+482
+3% +$10.6K ﹤0.01% 1816
2024
Q2 		$276K Sell
14,175
-112
-0.8% -$2.1K ﹤0.01% 1859
2024
Q1 		$280K Sell
14,287
-13,476
-49% -$268K ﹤0.01% 1810
2023
Q4 		$592K Sell
27,763
-653
-2% -$12.3K ﹤0.01% 1628
2023
Q3 		$500K Buy
28,416
+1,981
+7% +$38.5K ﹤0.01% 1651
2023
Q2 		$521K Sell
26,435
-1,555
-6% -$29.3K ﹤0.01% 1600
2023
Q1 		$547K Buy
27,990
+790
+3% +$16.3K ﹤0.01% 1363
2022
Q4 		$576K Sell
27,200
-861
-3% -$18.1K ﹤0.01% 1264
2022
Q3 		$517K Buy
+28,061
New +$592K ﹤0.01% 1228

Other funds holding KIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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