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Marshall & Sterling Wealth Advisors’s Kimco Realty KIM Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-400
Closed -$8.74K – 496
2025
Q3 		$8.74K Buy
400
+374
+1,438% +$8.13K 0.01% 377
2025
Q2 		$546 Sell
26
-352
-93% -$7.3K ﹤0.01% 603
2025
Q1 		$8.03K Buy
+378
New +$8.25K 0.01% 365

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KIM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 400 shares — an estimated $8.74K sold.

Marshall & Sterling Wealth Advisors first reported a position in KIM in Q1 2025 and held it in 3 quarters. The position peaked at $8.74K in Q3 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 400 Kimco Realty shares in Q4 2025, an estimated $8.74K.
  • Marshall & Sterling Wealth Advisors first reported a position in Kimco Realty in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Kimco Realty position peaked at $8.74K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.