MOR Wealth Management’s Kimco Realty KIM Stock Holding History

MOR 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
2026 Q1	–	Sell	-10,615	Closed	-$215K	–	111
2025 Q4	$215K	Buy	+10,615	New	+$220K	0.1%	100

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

MOR Wealth Management's KIM Position: Q1 2026 in Review

MOR Wealth Management sold out of Kimco Realty (KIM) in Q1 2026, closing a stake of 10,615 shares — an estimated $215K sold.

MOR Wealth Management first reported a position in KIM in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 655 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

MOR Wealth Management reported no remaining Kimco Realty position as of Q1 2026 after selling out during the quarter.
MOR Wealth Management sold 10,615 Kimco Realty shares in Q1 2026, an estimated $215K.
MOR Wealth Management first reported a position in Kimco Realty in Q4 2025 and held it in 1 quarter.
MOR Wealth Management's Kimco Realty position peaked at $215K in Q4 2025.
655 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.