Optimum Investment Advisors’s Kimco Realty KIM Stock Holding History

Optimum 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	$4.37K	Hold	200	–	–	﹤0.01%	553
2025 Q2	$4.2K	Hold	200	–	–	﹤0.01%	557
2025 Q1	$4.25K	Hold	200	–	–	﹤0.01%	569
2024 Q4	$4.69K	Hold	200	–	–	﹤0.01%	560
2024 Q3	$4.64K	Hold	200	–	–	﹤0.01%	575
2024 Q2	$3.89K	Hold	200	–	–	﹤0.01%	575
2024 Q1	$3.92K	Buy	+200	New	+$3.98K	﹤0.01%	579
2023 Q4	–	Sell	-704	Closed	-$12.4K	–	697
2023 Q3	$12.4K	Hold	704	–	–	0.01%	521
2023 Q2	$13.9K	Hold	704	–	–	0.01%	516
2023 Q1	$13.7K	Hold	704	–	–	0.01%	527
2022 Q4	$14.9K	Hold	704	–	–	0.01%	526
2022 Q3	$13K	Hold	704	–	–	0.01%	555
2022 Q2	$14K	Hold	704	–	–	0.01%	558
2022 Q1	$17K	Hold	704	–	–	0.01%	583
2021 Q4	$17K	Hold	704	–	–	0.01%	613
2021 Q3	$15K	Buy	+704	New	+$15.1K	0.01%	630

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

Optimum Investment Advisors's KIM Position: Q3 2025 in Review

Optimum Investment Advisors held its Kimco Realty (KIM) position steady in Q3 2025 at 200 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Optimum Investment Advisors first reported a position in KIM in Q3 2021 and has held it in 16 quarters since. The position peaked at $17K in Q1 2022. 621 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

Optimum Investment Advisors held 200 shares of Kimco Realty worth $4.37K as of Q3 2025.
Optimum Investment Advisors left its Kimco Realty share count unchanged in Q3 2025.
Kimco Realty made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #553 holding.
Optimum Investment Advisors first reported a position in Kimco Realty in Q3 2021 and has held it in 16 quarters since.
Optimum Investment Advisors's Kimco Realty position peaked at $17K in Q1 2022.
621 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.