GeoWealth Management’s Kimco Realty KIM Stock Holding History

GeoWealth 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
2026 Q1	$967K	Sell	43,023 -2,514	-6%	-$55.4K	0.03%	298
2025 Q4	$923K	Buy	45,537 +2,979	+7%	+$61.9K	0.03%	293
2025 Q3	$930K	Buy	42,558 +3,208	+8%	+$69.7K	0.03%	316
2025 Q2	$827K	Buy	39,350 +2,738	+7%	+$56.8K	0.03%	297
2025 Q1	$778K	Buy	36,612 +1,060	+3%	+$23.1K	0.03%	326
2024 Q4	$833K	Buy	35,552 +6,250	+21%	+$151K	0.03%	337
2024 Q3	$680K	Buy	29,302 +255	+0.9%	+$5.63K	0.02%	400
2024 Q2	$565K	Sell	29,047 -2,436	-8%	-$45.6K	0.02%	400
2024 Q1	$617K	Buy	+31,483	New	+$626K	0.02%	393

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