Mount Yale Investment Advisors’s Kimco Realty KIM Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-711	Closed	-$14.9K	–	1164
2025 Q2	$14.9K	Buy	+711	New	+$14.7K	﹤0.01%	1087
2018 Q3	–	Sell	-64	Closed	-$1K	–	973
2018 Q2	$1K	Buy	+64	New	+$966	﹤0.01%	931

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Mount Yale Investment Advisors's KIM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Kimco Realty (KIM) in Q3 2025, closing a stake of 711 shares — an estimated $14.9K sold.

Mount Yale Investment Advisors first reported a position in KIM in Q2 2018 and held it in 2 quarters. The position peaked at $14.9K in Q2 2025. 620 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Kimco Realty position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 711 Kimco Realty shares in Q3 2025, an estimated $14.9K.
Mount Yale Investment Advisors first reported a position in Kimco Realty in Q2 2018 and held it in 2 quarters.
Mount Yale Investment Advisors's Kimco Realty position peaked at $14.9K in Q2 2025.
620 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.