HM Payson & Co’s Kimco Realty KIM Stock Holding History

HM Payson & Co’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	$46.7K	Hold	2,080	–	–	﹤0.01%	700
2025 Q4	$42.2K	Hold	2,080	–	–	﹤0.01%	725
2025 Q3	$45.4K	Buy	2,080 +1,764	+558%	+$38.3K	﹤0.01%	711
2025 Q2	$6.64K	Hold	316	–	–	﹤0.01%	865
2025 Q1	$6.71K	Hold	316	–	–	﹤0.01%	893
2024 Q4	$7.4K	Sell	316 -11	-3%	-$266	﹤0.01%	868
2024 Q3	$7.59K	Buy	327 +11	+3%	+$243	﹤0.01%	865
2024 Q2	$6.15K	Hold	316	–	–	﹤0.01%	880
2024 Q1	$6.2K	Sell	316 -474	-60%	-$9.43K	﹤0.01%	856
2023 Q4	$16.8K	Hold	790	–	–	﹤0.01%	762
2023 Q3	$13.9K	Hold	790	–	–	﹤0.01%	781
2023 Q2	$15.6K	Hold	790	–	–	﹤0.01%	757
2023 Q1	$15.4K	Hold	790	–	–	﹤0.01%	751
2022 Q4	$16.7K	Hold	790	–	–	﹤0.01%	698
2022 Q3	$15K	Hold	790	–	–	﹤0.01%	742
2022 Q2	$16K	Sell	790 -180	-19%	-$4.14K	﹤0.01%	756
2022 Q1	$24K	Buy	970 +496	+105%	+$12K	﹤0.01%	718
2021 Q4	$12K	Hold	474	–	–	﹤0.01%	839
2021 Q3	$10K	Buy	+474	New	+$10.1K	﹤0.01%	832

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