CVA Family Office’s Kimco Realty KIM Stock Holding History

CVA Family Office’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	$12K	Hold	535	–	–	﹤0.01%	933
2025 Q4	$10.8K	Hold	535	–	–	﹤0.01%	785
2025 Q3	$11.7K	Hold	535	–	–	﹤0.01%	780
2025 Q2	$11.2K	Hold	535	–	–	﹤0.01%	781
2025 Q1	$11.4K	Hold	535	–	–	﹤0.01%	772
2024 Q4	$12.5K	Hold	535	–	–	﹤0.01%	755
2024 Q3	$12.4K	Hold	535	–	–	﹤0.01%	725
2024 Q2	$10.4K	Sell	535 -30	-5%	-$562	﹤0.01%	738
2024 Q1	$11.1K	Hold	565	–	–	﹤0.01%	729
2023 Q4	$12K	Buy	+565	New	+$10.7K	﹤0.01%	694
2023 Q3	–	Sell	-1,535	Closed	-$30.3K	–	620
2023 Q2	$30.3K	Buy	1,535 +775	+102%	+$14.6K	0.01%	549
2023 Q1	$14.8K	Buy	760 +615	+424%	+$12.7K	﹤0.01%	642
2022 Q4	$3.07K	Sell	145 -1,040	-88%	-$21.9K	﹤0.01%	785
2022 Q3	$22K	Sell	1,185 -235	-17%	-$4.96K	0.01%	508
2022 Q2	$28K	Sell	1,420 -415	-23%	-$9.54K	0.01%	472
2022 Q1	$45K	Buy	1,835 +1,280	+231%	+$30.9K	0.01%	421
2021 Q4	$14K	Buy	+555	New	+$12.8K	﹤0.01%	588
2021 Q3	–	Sell	-555	Closed	-$12K	–	621
2021 Q2	$12K	Buy	+555	New	+$11.5K	﹤0.01%	617

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