High Note Wealth’s Kimco Realty KIM Stock Holding History

High Note Wealth’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 Q4	–	Sell	-6	Closed	-$131	–	954
2025 Q3	$131	Hold	6	–	–	﹤0.01%	842
2025 Q2	$126	Hold	6	–	–	﹤0.01%	859
2025 Q1	$127	Hold	6	–	–	﹤0.01%	852
2024 Q4	$141	Buy	+6	New	+$145	﹤0.01%	848

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

High Note Wealth's KIM Position: Q4 2025 in Review

High Note Wealth sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 6 shares — an estimated $131 sold.

High Note Wealth first reported a position in KIM in Q4 2024 and held it in 4 quarters. The position peaked at $141 in Q4 2024. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

High Note Wealth reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
High Note Wealth sold 6 Kimco Realty shares in Q4 2025, an estimated $131.
High Note Wealth first reported a position in Kimco Realty in Q4 2024 and held it in 4 quarters.
High Note Wealth's Kimco Realty position peaked at $141 in Q4 2024.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.