Dynamic Wealth Strategies’s Kimco Realty KIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$22.2K Buy
1,000
+300
+43% +$7.29K 0.01% 199
2026
Q2
$17.7K Sell
700
-100
-13% -$2.4K 0.01% 208
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 – 156
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

Dynamic Wealth Strategies's KIM Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Kimco Realty (KIM) stake by 43% in Q3 2026, buying an estimated $7.29K and bringing the position to 1,000 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Dynamic Wealth Strategies first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $41K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Dynamic Wealth Strategies held 1,000 shares of Kimco Realty worth $22.2K as of Q3 2026.
  • Dynamic Wealth Strategies bought 300 Kimco Realty shares in Q3 2026, an estimated $7.29K.
  • Kimco Realty made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #199 holding.
  • Dynamic Wealth Strategies first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Kimco Realty position peaked at $41K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.