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Focused Wealth Management’s Kimco Realty KIM Stock Holding History

Focused Wealth Management’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
2024
Q4 		– Sell
-498
Closed -$1.24M – 222
2024
Q3 		$1.24M Buy
+498
New +$11K 0.16% 64
2024
Q1 		– Sell
-243
Closed -$5.17K – 593
2023
Q4 		$5.17K Buy
243
+3
+1% +$57 ﹤0.01% 651
2023
Q3 		$4.22K Buy
240
+3
+1% +$58 ﹤0.01% 671
2023
Q2 		$4.67K Buy
237
+201
+558% +$3.79K ﹤0.01% 686
2023
Q1 		$711 Hold
36
– – ﹤0.01% 909
2022
Q4 		$761 Hold
36
– – ﹤0.01% 903
2022
Q3 		$1K Buy
36
+1
+3% +$21 ﹤0.01% 859
2022
Q2 		$1K Hold
35
– – ﹤0.01% 837
2022
Q1 		$1K Hold
35
– – ﹤0.01% 894
2021
Q4 		$1K Buy
35
+1
+3% +$23 ﹤0.01% 895
2021
Q3 		$1K Buy
+34
New +$727 ﹤0.01% 902

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Focused Wealth Management's KIM Position: Q4 2024 in Review

Focused Wealth Management sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 498 shares — an estimated $1.24M sold.

Focused Wealth Management first reported a position in KIM in Q3 2021 and held it in 11 quarters. The position peaked at $1.24M in Q3 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

  • Focused Wealth Management reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 498 Kimco Realty shares in Q4 2024, an estimated $1.24M.
  • Focused Wealth Management first reported a position in Kimco Realty in Q3 2021 and held it in 11 quarters.
  • Focused Wealth Management's Kimco Realty position peaked at $1.24M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.