PWMG
KIM icon

Private Wealth Management Group’s Kimco Realty KIM Stock Holding History

Private Wealth Management Group’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 		$6.11K Hold
272
– – ﹤0.01% 695
2025
Q4 		$5.51K Buy
272
+10
+4% +$208 ﹤0.01% 733
2025
Q3 		$5.72K Hold
262
– – ﹤0.01% 739
2025
Q2 		$5.51K Hold
262
– – ﹤0.01% 716
2025
Q1 		$5.57K Hold
262
– – ﹤0.01% 679
2024
Q4 		$6.14K Hold
262
– – ﹤0.01% 658
2024
Q3 		$6.08K Hold
262
– – ﹤0.01% 652
2024
Q2 		$5.1K Sell
262
-35
-12% -$656 ﹤0.01% 695
2024
Q1 		$5.83K Hold
297
– – ﹤0.01% 577
2023
Q4 		$6.33K Buy
+297
New +$5.61K ﹤0.01% 549

Other funds holding KIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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