Covestor’s Kimco Realty KIM Stock Holding History

Covestor’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	$29K	Sell	1,299 -1,383	-52%	-$30.5K	0.02%	967
2025 Q4	$54K	Buy	2,682 +1,820	+211%	+$37.8K	0.03%	881
2025 Q3	$19K	Buy	862 +192	+29%	+$4.17K	0.01%	1288
2025 Q2	$14K	Sell	670 -17	-2%	-$352	0.01%	1373
2025 Q1	$15K	Buy	687 +13	+2%	+$284	0.01%	1289
2024 Q4	$16K	Sell	674 -3	-0.4%	-$73	0.01%	1294
2024 Q3	$16K	Sell	677 -2,586	-79%	-$57.1K	0.01%	1302
2024 Q2	$63K	Sell	3,263 -3,321	-50%	-$62.2K	0.04%	749
2024 Q1	$129K	Buy	6,584 +4,827	+275%	+$96K	0.08%	361
2023 Q4	$37K	Sell	1,757 -8	-0.5%	-$151	0.03%	971
2023 Q3	$31K	Sell	1,765 -852	-33%	-$16.5K	0.02%	967
2023 Q2	$51K	Buy	2,617 +55	+2%	+$1.04K	0.04%	771
2023 Q1	$50K	Sell	2,562 -378	-13%	-$7.78K	0.04%	706
2022 Q4	$62K	Sell	2,940 -2,092	-42%	-$44K	0.05%	631
2022 Q3	$93K	Sell	5,032 -293	-6%	-$6.18K	0.08%	393
2022 Q2	$106K	Sell	5,325 -863	-14%	-$19.8K	0.09%	386
2022 Q1	$153K	Buy	6,188 +2,231	+56%	+$53.9K	0.1%	264
2021 Q4	$98K	Buy	+3,957	New	+$91.5K	0.14%	169

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