INVST’s Kimco Realty KIM Stock Holding History

INVST’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 Q1	–	Sell	-34,689	Closed	-$813K	–	308
2024 Q4	$813K	Buy	34,689 +152	+0.4%	+$3.68K	0.1%	130
2024 Q3	$802K	Sell	34,537 -786	-2%	-$17.4K	0.1%	134
2024 Q2	$681K	Sell	35,323 -390	-1%	-$7.31K	0.08%	142
2024 Q1	$682K	Buy	+35,713	New	+$710K	0.08%	144

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

INVST's KIM Position: Q1 2025 in Review

INVST sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 34,689 shares — an estimated $813K sold.

INVST first reported a position in KIM in Q1 2024 and held it in 4 quarters. The position peaked at $813K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

INVST reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
INVST sold 34,689 Kimco Realty shares in Q1 2025, an estimated $813K.
INVST first reported a position in Kimco Realty in Q1 2024 and held it in 4 quarters.
INVST's Kimco Realty position peaked at $813K in Q4 2024.
584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.