Joel Isaacson & Co’s Kimco Realty KIM Stock Holding History

Joel Isaacson & 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	–	Sell	-14,969	Closed	-$303K	–	468
2025 Q4	$303K	Buy	14,969 +191	+1%	+$3.97K	0.01%	357
2025 Q3	$323K	Buy	14,778 +166	+1%	+$3.61K	0.01%	338
2025 Q2	$307K	Buy	14,612 +210	+1%	+$4.35K	0.01%	330
2025 Q1	$306K	Buy	14,402 +172	+1%	+$3.75K	0.01%	313
2024 Q4	$333K	Buy	14,230 +152	+1%	+$3.68K	0.02%	282
2024 Q3	$327K	Buy	14,078 +143	+1%	+$3.16K	0.02%	279
2024 Q2	$271K	Sell	13,935 -343	-2%	-$6.42K	0.01%	290
2024 Q1	$280K	Buy	14,278 +172	+1%	+$3.42K	0.02%	285
2023 Q4	$301K	Buy	14,106 +152	+1%	+$2.87K	0.02%	250
2023 Q3	$245K	Buy	13,954 +273	+2%	+$5.3K	0.02%	269
2023 Q2	$270K	Buy	13,681 +564	+4%	+$10.6K	0.02%	270
2023 Q1	$256K	Buy	13,117 +170	+1%	+$3.5K	0.02%	276
2022 Q4	$274K	Buy	+12,947	New	+$272K	0.02%	263

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