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Nicola Wealth Management’s Kimco Realty KIM Stock Holding History

Nicola 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
-17,509
Closed -$590K – 119
2024
Q4 		$590K Sell
17,509
-52,400
-75% -$1.27M 0.06% 104
2024
Q3 		$2.2M Hold
69,909
– – 0.17% 84
2024
Q2 		$1.86M Buy
69,909
+35,909
+106% +$673K 0.17% 88
2024
Q1 		$903K Sell
34,000
-43,500
-56% -$865K 0.09% 108
2023
Q4 		$2.18M Buy
+77,500
New +$1.46M 0.23% 86
2023
Q1 		– Sell
-89,960
Closed -$1.9M – 121
2022
Q4 		$1.9M Sell
89,960
-9,540
-10% -$201K 0.19% 96
2022
Q3 		$1.83M Buy
99,500
+3,000
+3% +$63.3K 0.2% 92
2022
Q2 		$1.91M Buy
+96,500
New +$2.22M 0.18% 96

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

Nicola Wealth Management's KIM Position: Q1 2025 in Review

Nicola Wealth Management sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 17,509 shares — an estimated $590K sold.

Nicola Wealth Management first reported a position in KIM in Q2 2022 and held it in 8 quarters. The position peaked at $2.2M in Q3 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Nicola Wealth Management reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 17,509 Kimco Realty shares in Q1 2025, an estimated $590K.
  • Nicola Wealth Management first reported a position in Kimco Realty in Q2 2022 and held it in 8 quarters.
  • Nicola Wealth Management's Kimco Realty position peaked at $2.2M in Q3 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Nicola Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.