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Cassady Schiller Wealth Management’s Kimco Realty KIM Stock Holding History

Cassady Schiller 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
2024
Q4 		$94 Buy
+4
New +$97 ﹤0.01% 1104
2022
Q1 		– Sell
-20
Closed – – 362
2021
Q4 		$0 Buy
+20
New +$462 ﹤0.01% 603

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cassady Schiller Wealth Management's KIM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Kimco Realty (KIM) in Q4 2024: 4 shares worth $94. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in KIM as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in KIM in Q4 2021 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Kimco Realty worth $94 as of Q4 2024.
  • Kimco Realty was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Kimco Realty made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1104 holding.
  • Cassady Schiller Wealth Management first reported a position in Kimco Realty in Q4 2021 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.