IBEX Wealth Advisors’s Kimco Realty KIM Stock Holding History

IBEX Wealth 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
2026 Q1	$9.07M	Buy	403,598 +61,048	+18%	+$1.35M	0.84%	37
2025 Q4	$6.94M	Buy	342,550 +114,916	+50%	+$2.39M	0.68%	53
2025 Q3	$4.97M	Buy	227,634 +214,113	+1,584%	+$4.65M	0.48%	67
2025 Q2	$284K	Buy	13,521 +408	+3%	+$8.46K	0.03%	173
2025 Q1	$279K	Buy	13,113 +1,236	+10%	+$27K	0.04%	117
2024 Q4	$278K	Sell	11,877 -205	-2%	-$4.96K	0.03%	186
2024 Q3	$10.7M	Buy	12,082 +6,911	+134%	+$153K	2.93%	8
2024 Q2	$101K	Buy	+5,171	New	+$96.9K	0.02%	147
2022 Q2	–	Sell	-8,634	Closed	-$213K	–	170
2022 Q1	$213K	Buy	8,634 +322	+4%	+$7.77K	0.04%	157
2021 Q4	$205K	Hold	8,312	–	–	0.04%	179
2021 Q3	$172K	Buy	+8,312	New	+$178K	0.03%	190
2018 Q4	–	Sell	-33,901	Closed	-$553K	–	90
2018 Q3	$553K	Buy	+33,901	New	+$569K	0.2%	86

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