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Mowery & Schoenfeld Wealth Management’s Kimco Realty KIM Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-108
Closed -$2.53K – 517
2024
Q4 		$2.53K Buy
+108
New +$2.62K ﹤0.01% 377

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KIM Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 108 shares — an estimated $2.53K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KIM in Q4 2024 and held it in 1 quarter. The position peaked at $2.53K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 108 Kimco Realty shares in Q1 2025, an estimated $2.53K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kimco Realty in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Kimco Realty position peaked at $2.53K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.