Ruedi Wealth Management’s Kimco Realty KIM Stock Holding History

Ruedi 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
2024 Q4	–	Sell	-1	Closed	-$23	–	341
2024 Q3	$23	Sell	1 -1	-50%	-$22	﹤0.01%	343
2024 Q2	$39	Buy	+2	New	+$37	﹤0.01%	491

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ruedi Wealth Management's KIM Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 1 share — an estimated $23 sold.

Ruedi Wealth Management first reported a position in KIM in Q2 2024 and held it in 2 quarters. The position peaked at $39 in Q2 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

Ruedi Wealth Management reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
Ruedi Wealth Management sold 1 Kimco Realty share in Q4 2024, an estimated $23.
Ruedi Wealth Management first reported a position in Kimco Realty in Q2 2024 and held it in 2 quarters.
Ruedi Wealth Management's Kimco Realty position peaked at $39 in Q2 2024.
597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.