Glass Jacobson Investment Advisors’s Kimco Realty KIM Stock Holding History

Glass Jacobson Investment Advisors’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	-18,850	Closed	-$442K	–	699
2025 Q1	$442K	Hold	18,850	–	–	0.15%	157
2024 Q4	$442K	Sell	18,850 -281	-1%	-$6.81K	0.15%	157
2024 Q3	$444K	Hold	19,131	–	–	0.15%	150
2024 Q2	$372K	Hold	19,131	–	–	0.14%	165
2024 Q1	$375K	Sell	19,131 -2,815	-13%	-$56K	0.14%	160
2023 Q4	$468K	Hold	21,946	–	–	0.19%	127
2023 Q3	$386K	Sell	21,946 -311	-1%	-$6.04K	0.18%	139
2023 Q2	$439K	Buy	+22,257	New	+$419K	0.2%	129
2022 Q4	$477K	Buy	+22,530	New	+$474K	0.24%	118

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Glass Jacobson Investment Advisors's KIM Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 18,850 shares — an estimated $442K sold.

Glass Jacobson Investment Advisors first reported a position in KIM in Q4 2022 and held it in 9 quarters. The position peaked at $477K in Q4 2022. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 18,850 Kimco Realty shares in Q2 2025, an estimated $442K.
Glass Jacobson Investment Advisors first reported a position in Kimco Realty in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Kimco Realty position peaked at $477K in Q4 2022.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.