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Jamison Private Wealth Management’s Kimco Realty KIM Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-2,758
Closed -$64K – 337
2024
Q3 		$64K Buy
2,758
+6
+0.2% +$132 0.01% 239
2024
Q2 		$53.6K Buy
2,752
+7
+0.3% +$131 0.01% 245
2024
Q1 		$53.8K Buy
2,745
+6
+0.2% +$119 0.01% 253
2023
Q4 		$58.4K Buy
2,739
+6
+0.2% +$113 0.01% 232
2023
Q3 		$48.1K Buy
+2,733
New +$53.1K 0.01% 228

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jamison Private Wealth Management's KIM Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 2,758 shares — an estimated $64K sold.

Jamison Private Wealth Management first reported a position in KIM in Q3 2023 and held it in 5 quarters. The position peaked at $64K in Q3 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,758 Kimco Realty shares in Q4 2024, an estimated $64K.
  • Jamison Private Wealth Management first reported a position in Kimco Realty in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Kimco Realty position peaked at $64K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.