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Carolinas Wealth Consulting’s Kimco Realty KIM Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-60
Closed -$1.27K – 513
2025
Q1 		$1.27K Hold
60
– – ﹤0.01% 884
2024
Q4 		$1.41K Hold
60
– – ﹤0.01% 890
2024
Q3 		$1.39K Buy
60
+15
+33% +$331 ﹤0.01% 873
2024
Q2 		$876 Buy
45
+15
+50% +$281 ﹤0.01% 930
2024
Q1 		$588 Buy
30
+5
+20% +$99 ﹤0.01% 967
2023
Q4 		$533 Hold
25
– – ﹤0.01% 910
2023
Q3 		$449 Sell
25
-2,082
-99% -$40.4K ﹤0.01% 940
2023
Q2 		$41.6K Sell
2,107
-813
-28% -$15.3K 0.01% 375
2023
Q1 		$57K Sell
2,920
-365
-11% -$7.51K 0.01% 336
2022
Q4 		$69.6K Sell
3,285
-3,712
-53% -$78K 0.02% 310
2022
Q3 		$129K Buy
6,997
+423
+6% +$8.92K 0.03% 205
2022
Q2 		$130K Buy
6,574
+59
+0.9% +$1.36K 0.03% 208
2022
Q1 		$161K Buy
6,515
+6,490
+25,960% +$157K 0.04% 194
2021
Q4 		$1K Hold
25
– – ﹤0.01% 903
2021
Q3 		$1K Hold
25
– – ﹤0.01% 875
2021
Q2 		$1K Hold
25
– – ﹤0.01% 889
2021
Q1 		$0 Hold
25
– – ﹤0.01% 968
2020
Q4 		$0 Sell
25
-97
-80% -$1.28K ﹤0.01% 953
2020
Q3 		$1K Sell
122
-27
-18% -$319 ﹤0.01% 840
2020
Q2 		$2K Buy
+149
New +$1.66K ﹤0.01% 498

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Carolinas Wealth Consulting's KIM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 60 shares — an estimated $1.27K sold.

Carolinas Wealth Consulting first reported a position in KIM in Q2 2020 and held it in 20 quarters. The position peaked at $161K in Q1 2022. 607 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 60 Kimco Realty shares in Q2 2025, an estimated $1.27K.
  • Carolinas Wealth Consulting first reported a position in Kimco Realty in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Kimco Realty position peaked at $161K in Q1 2022.
  • 607 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.