Rise Advisors’s Kimco Realty KIM Stock Holding History

Rise 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 Q4	–	Sell	-40	Closed	-$874	–	801
2025 Q3	$874	Hold	40	–	–	﹤0.01%	1297
2025 Q2	$841	Hold	40	–	–	﹤0.01%	1314
2025 Q1	$850	Buy	+40	New	+$873	﹤0.01%	1309

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Rise Advisors's KIM Position: Q4 2025 in Review

Rise Advisors sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 40 shares — an estimated $874 sold.

Rise Advisors first reported a position in KIM in Q1 2025 and held it in 3 quarters. The position peaked at $874 in Q3 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

Rise Advisors reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 40 Kimco Realty shares in Q4 2025, an estimated $874.
Rise Advisors first reported a position in Kimco Realty in Q1 2025 and held it in 3 quarters.
Rise Advisors's Kimco Realty position peaked at $874 in Q3 2025.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.