Old Port Advisors’s Kimco Realty KIM Stock Holding History

Old Port 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
2026 Q1	$1.46M	Sell	64,998 -6,524	-9%	-$144K	0.34%	93
2025 Q4	$1.45M	Sell	71,522 -6,764	-9%	-$140K	0.36%	88
2025 Q3	$1.71M	Sell	78,286 -9,958	-11%	-$216K	0.43%	72
2025 Q2	$1.85M	Sell	88,244 -25,080	-22%	-$520K	0.51%	65
2025 Q1	$2.41M	Sell	113,324 -5,239	-4%	-$114K	0.71%	47
2024 Q4	$2.78M	Sell	118,563 -1,430	-1%	-$34.6K	0.8%	37
2024 Q3	$2.79M	Sell	119,993 -4,359	-4%	-$96.2K	0.77%	40
2024 Q2	$2.42M	Buy	124,352 +383	+0.3%	+$7.17K	0.72%	44
2024 Q1	$2.43M	Buy	123,969 +2,325	+2%	+$46.2K	0.74%	44
2023 Q4	$2.59M	Sell	121,644 -2,763	-2%	-$52.1K	0.86%	37
2023 Q3	$2.19M	Buy	+124,407	New	+$2.42M	0.79%	43
2023 Q1	$2.47M	Buy	128,230 +58	+0%	+$1.19K	0.89%	38
2022 Q4	$2.71M	Buy	128,172 +2,264	+2%	+$47.6K	1.02%	27
2022 Q3	$2.43M	Buy	125,908 +1,047	+0.8%	+$22.1K	0.97%	28
2022 Q2	$2.51M	Buy	124,861 +1,759	+1%	+$40.4K	0.97%	30
2022 Q1	$3.05M	Buy	123,102 +1,979	+2%	+$47.8K	1.04%	25
2021 Q4	$3.02M	Buy	121,123 +78	+0.1%	+$1.8K	1.02%	25
2021 Q3	$2.62M	Buy	+121,045	New	+$2.59M	0.95%	35

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