Naviter Wealth’s Kimco Realty KIM Stock Holding History

Naviter 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	$1.21M	Buy	53,799 +5,875	+12%	+$129K	0.15%	145
2025 Q4	$971K	Sell	47,924 -4,988	-9%	-$104K	0.13%	158
2025 Q3	$1.16M	Buy	52,912 +3,222	+6%	+$70K	0.13%	157
2025 Q2	$1.04M	Buy	49,690 +3,535	+8%	+$73.3K	0.13%	164
2025 Q1	$966K	Buy	46,155 +640	+1%	+$14K	0.12%	175
2024 Q4	$1.07M	Buy	45,515 +4,188	+10%	+$101K	0.13%	167
2024 Q3	$960K	Sell	41,327 -2,292	-5%	-$50.6K	0.13%	160
2024 Q2	$849K	Buy	43,619 +1,084	+3%	+$20.3K	0.13%	167
2024 Q1	$834K	Buy	42,535 +3,233	+8%	+$64.3K	0.14%	169
2023 Q4	$838K	Buy	39,302 +1,932	+5%	+$36.5K	0.17%	152
2023 Q3	$657K	Buy	37,370 +2,696	+8%	+$52.3K	0.16%	153
2023 Q2	$684K	Buy	34,674 +4,682	+16%	+$88.2K	0.17%	145
2023 Q1	$586K	Buy	29,992 +12,657	+73%	+$260K	0.2%	138
2022 Q4	$380K	Buy	17,335 +1,674	+11%	+$35.2K	0.1%	168
2022 Q3	$288K	Buy	+15,661	New	+$330K	0.12%	164

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