Clearstead Advisors’s Kimco Realty KIM Stock Holding History

Clearstead 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	$13.1K	Sell	585 -1,841	-76%	-$40.6K	﹤0.01%	1531
2025 Q4	$49.2K	Buy	2,426 +1,166	+93%	+$24.2K	﹤0.01%	1414
2025 Q3	$27.5K	Buy	1,260 +120	+11%	+$2.61K	﹤0.01%	1497
2025 Q2	$24K	Buy	1,140 +534	+88%	+$11.1K	﹤0.01%	1549
2025 Q1	$12.9K	Hold	606	–	–	﹤0.01%	1545
2024 Q4	$14.2K	Hold	606	–	–	﹤0.01%	1486
2024 Q3	$14.1K	Buy	606 +290	+92%	+$6.4K	﹤0.01%	1513
2024 Q2	$6.15K	Buy	+316	New	+$5.92K	﹤0.01%	1651
2022 Q3	–	Sell	-422	Closed	-$8K	–	1307
2022 Q2	$8K	Hold	422	–	–	﹤0.01%	951
2022 Q1	$10K	Hold	422	–	–	﹤0.01%	986
2021 Q4	$10K	Hold	422	–	–	﹤0.01%	928
2021 Q3	$9K	Buy	+422	New	+$9.02K	﹤0.01%	956
2021 Q1	–	Sell	-488	Closed	-$7K	–	1151
2020 Q4	$7K	Hold	488	–	–	﹤0.01%	768
2020 Q3	$5K	Hold	488	–	–	﹤0.01%	740
2020 Q2	$6K	Hold	488	–	–	﹤0.01%	651
2020 Q1	$5K	Buy	+488	New	+$8.38K	﹤0.01%	643

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