Finivi Inc’s Kimco Realty KIM Stock Holding History

Finivi Inc’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 Q2	–	Sell	-31,049	Closed	-$659K	–	101
2025 Q1	$659K	Buy	31,049 +1,013	+3%	+$22.1K	0.53%	48
2024 Q4	$704K	Buy	30,036 +1,876	+7%	+$45.4K	0.56%	42
2024 Q3	$654K	Buy	+28,160	New	+$622K	0.53%	48

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Finivi Inc's KIM Position: Q2 2025 in Review

Finivi Inc sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 31,049 shares — an estimated $659K sold.

Finivi Inc first reported a position in KIM in Q3 2024 and held it in 3 quarters. The position peaked at $704K in Q4 2024. 607 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

Finivi Inc reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
Finivi Inc sold 31,049 Kimco Realty shares in Q2 2025, an estimated $659K.
Finivi Inc first reported a position in Kimco Realty in Q3 2024 and held it in 3 quarters.
Finivi Inc's Kimco Realty position peaked at $704K in Q4 2024.
607 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Finivi Inc's 13F filing for Q2 2025, filed 19 Dec 2025.