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Golden State Wealth Management’s Kimco Realty KIM Stock Holding History

Golden State 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
2026
Q1 		– Sell
-513
Closed -$10.4K – 1678
2025
Q4 		$10.4K Hold
513
– – ﹤0.01% 1097
2025
Q3 		$11.2K Hold
513
– – ﹤0.01% 1077
2025
Q2 		$10.8K Hold
513
– – ﹤0.01% 1062
2025
Q1 		$10.9K Hold
513
– – ﹤0.01% 977
2024
Q4 		$12K Buy
+513
New +$12.4K ﹤0.01% 917
2019
Q4 		– Sell
-1,321
Closed -$28K – 538
2019
Q3 		$28K Buy
+1,321
New +$25.1K 0.01% 558

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Golden State Wealth Management's KIM Position: Q1 2026 in Review

Golden State Wealth Management sold out of Kimco Realty (KIM) in Q1 2026, closing a stake of 513 shares — an estimated $10.4K sold.

Golden State Wealth Management first reported a position in KIM in Q3 2019 and held it in 6 quarters. The position peaked at $28K in Q3 2019. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Golden State Wealth Management reported no remaining Kimco Realty position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 513 Kimco Realty shares in Q1 2026, an estimated $10.4K.
  • Golden State Wealth Management first reported a position in Kimco Realty in Q3 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Kimco Realty position peaked at $28K in Q3 2019.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.