RWM
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Rialto Wealth Management’s Kimco Realty KIM Stock Holding History

Rialto 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
2026
Q1 		$5.1K Buy
227
+129
+132% +$2.84K ﹤0.01% 582
2025
Q4 		$1.99K Sell
98
-36
-27% -$748 ﹤0.01% 749
2025
Q3 		$2.93K Buy
134
+38
+40% +$826 ﹤0.01% 563
2025
Q2 		$2.02K Sell
96
-9
-9% -$187 ﹤0.01% 612
2025
Q1 		$2.23K Buy
+105
New +$2.29K ﹤0.01% 513

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