Linscomb Wealth’s Kimco Realty KIM Stock Holding History

Linscomb Wealth’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	$3.61M	Buy	160,727 +128,019	+391%	+$2.82M	0.16%	112
2025 Q4	$663K	Sell	32,708 -6,423	-16%	-$133K	0.03%	206
2025 Q3	$855K	Hold	39,131	–	–	0.04%	190
2025 Q2	$823K	Sell	39,131 -1,032	-3%	-$21.4K	0.04%	189
2025 Q1	$853K	Buy	40,163 +12,847	+47%	+$280K	0.04%	182
2024 Q4	$640K	Buy	27,316 +2,773	+11%	+$67.2K	0.03%	209
2024 Q3	$570K	Hold	24,543	–	–	0.03%	212
2024 Q2	$478K	Buy	24,543 +49	+0.2%	+$918	0.02%	216
2024 Q1	$480K	Hold	24,494	–	–	0.02%	214
2023 Q4	$522K	Sell	24,494 -2,593	-10%	-$48.9K	0.03%	208
2023 Q3	$476K	Hold	27,087	–	–	0.03%	214
2023 Q2	$534K	Sell	27,087 -1,267	-4%	-$23.9K	0.03%	206
2023 Q1	$554K	Sell	28,354 -131,449	-82%	-$2.71M	0.03%	206
2022 Q4	$3.38M	Buy	159,803 +129,497	+427%	+$2.72M	0.17%	107
2022 Q3	$558K	Buy	30,306 +1,921	+7%	+$40.5K	0.03%	193
2022 Q2	$561K	Sell	28,385 -45,710	-62%	-$1.05M	0.03%	194
2022 Q1	$1.83M	Buy	74,095 +38,519	+108%	+$930K	0.09%	140
2021 Q4	$877K	Sell	35,576 -1,669	-4%	-$38.6K	0.04%	183
2021 Q3	$773K	Buy	+37,245	New	+$796K	0.04%	191

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