GoalVest Advisory’s Kimco Realty KIM Stock Holding History

GoalVest Advisory’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	-5	Closed	-$106	–	459
2025 Q1	$106	Buy	+5	New	+$109	﹤0.01%	495

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

GoalVest Advisory's KIM Position: Q2 2025 in Review

GoalVest Advisory sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 5 shares — an estimated $106 sold.

GoalVest Advisory first reported a position in KIM in Q1 2025 and held it in 1 quarter. The position peaked at $106 in Q1 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

GoalVest Advisory reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 5 Kimco Realty shares in Q2 2025, an estimated $106.
GoalVest Advisory first reported a position in Kimco Realty in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Kimco Realty position peaked at $106 in Q1 2025.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.