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Concourse Financial Group Securities’s Kimco Realty KIM Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-23
Closed -$511 – 1150
2024
Q4 		$511 Hold
23
– – ﹤0.01% 2147
2024
Q3 		$534 Sell
23
-12
-34% -$265 ﹤0.01% 2136
2024
Q2 		$681 Sell
35
-4
-10% -$75 ﹤0.01% 2166
2024
Q1 		$764 Buy
39
+23
+144% +$457 ﹤0.01% 2171
2023
Q4 		$340 Hold
16
– – ﹤0.01% 2216
2023
Q3 		$281 Sell
16
-4
-20% -$78 ﹤0.01% 2235
2023
Q2 		$394 Sell
20
-172
-90% -$3.24K ﹤0.01% 2243
2023
Q1 		$3.75K Buy
+192
New +$3.95K ﹤0.01% 1935
2020
Q4 		– Sell
-930
Closed -$12.3K – 2333
2020
Q3 		$10K Hold
930
– – ﹤0.01% 1582
2020
Q2 		$12K Hold
930
– – ﹤0.01% 1442
2020
Q1 		$9K Sell
930
-181
-16% -$3.11K ﹤0.01% 1492
2019
Q4 		$23K Buy
+1,111
New +$23.3K ﹤0.01% 1213
2019
Q3 		– Sell
-930
Closed -$17.7K – 1968
2019
Q2 		$17K Hold
930
– – ﹤0.01% 1308
2019
Q1 		$17K Hold
930
– – ﹤0.01% 1322
2018
Q4 		$13K Buy
+930
New +$14.6K ﹤0.01% 1328

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Concourse Financial Group Securities's KIM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 23 shares — an estimated $511 sold.

Concourse Financial Group Securities first reported a position in KIM in Q4 2018 and held it in 15 quarters. The position peaked at $23K in Q4 2019. 585 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 23 Kimco Realty shares in Q1 2025, an estimated $511.
  • Concourse Financial Group Securities first reported a position in Kimco Realty in Q4 2018 and held it in 15 quarters.
  • Concourse Financial Group Securities's Kimco Realty position peaked at $23K in Q4 2019.
  • 585 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.