KLWA
KIM icon

Kelly Lawrence W & Associates’s Kimco Realty KIM Stock Holding History

Kelly Lawrence W & Associates’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 		$620K Sell
27,600
-750
-3% -$16.5K 0.17% 52
2025
Q4 		$575K Hold
28,350
– – 0.14% 55
2025
Q3 		$619K Hold
28,350
– – 0.15% 53
2025
Q2 		$596K Hold
28,350
– – 0.16% 51
2025
Q1 		$602K Hold
28,350
– – 0.15% 52
2024
Q4 		$664K Hold
28,350
– – 0.15% 51
2024
Q3 		$658K Buy
28,350
+16,744
+144% +$370K 0.15% 53
2024
Q2 		$226K Buy
11,606
+4,736
+69% +$88.7K 0.05% 77
2024
Q1 		$135K Buy
+6,870
New +$137K 0.03% 92

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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