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Ritholtz Wealth Management’s Kimco Realty KIM Stock Holding History

Ritholtz 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
2025
Q3 		– Sell
-12,777
Closed -$269K – 1085
2025
Q2 		$269K Buy
12,777
+394
+3% +$8.17K 0.01% 830
2025
Q1 		$263K Buy
+12,383
New +$270K 0.01% 782
2022
Q4 		– Sell
-16,415
Closed -$302K – 662
2022
Q3 		$302K Sell
16,415
-984
-6% -$20.8K 0.02% 532
2022
Q2 		$344K Sell
17,399
-27,894
-62% -$641K 0.02% 388
2022
Q1 		$1.12M Buy
45,293
+2,316
+5% +$55.9K 0.08% 162
2021
Q4 		$1.06M Buy
42,977
+5,353
+14% +$124K 0.07% 162
2021
Q3 		$781K Buy
37,624
+8,533
+29% +$182K 0.05% 182
2021
Q2 		$607K Buy
+29,091
New +$603K 0.04% 217

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Ritholtz Wealth Management's KIM Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Kimco Realty (KIM) in Q3 2025, closing a stake of 12,777 shares — an estimated $269K sold.

Ritholtz Wealth Management first reported a position in KIM in Q2 2021 and held it in 8 quarters. The position peaked at $1.12M in Q1 2022. 620 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Kimco Realty position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,777 Kimco Realty shares in Q3 2025, an estimated $269K.
  • Ritholtz Wealth Management first reported a position in Kimco Realty in Q2 2021 and held it in 8 quarters.
  • Ritholtz Wealth Management's Kimco Realty position peaked at $1.12M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.