Dynamic Wealth Strategies’s Kimco Realty KIM Stock Holding History

Dynamic Wealth Strategies’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	$18K	Sell	800 -351	-30%	-$7.73K	0.01%	201
2025 Q4	$23.3K	Hold	1,151	–	–	0.01%	172
2025 Q3	$25.1K	Buy	1,151 +247	+27%	+$5.37K	0.02%	160
2025 Q2	$19K	Sell	904 -869	-49%	-$18K	0.01%	165
2025 Q1	$37.7K	Buy	+1,773	New	+$38.7K	0.03%	140
2024 Q4	–	Sell	-1,753	Closed	-$41K	–	157
2024 Q3	$41K	Buy	1,753 +884	+102%	+$19.5K	0.03%	135
2024 Q2	$17K	Hold	869	–	–	0.01%	167
2024 Q1	$17K	Sell	869 -250	-22%	-$4.97K	0.01%	172
2023 Q4	$23.8K	Buy	+1,119	New	+$21.1K	0.02%	151

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