SOA Wealth Advisors’s Kimco Realty KIM Stock Holding History

SOA Wealth 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
2026 Q1	$166	Hold	7	–	–	﹤0.01%	818
2025 Q4	$148	Sell	7 -9	-56%	-$187	﹤0.01%	821
2025 Q3	$340	Buy	16 +1	+7%	+$22	﹤0.01%	818
2025 Q2	$324	Hold	15	–	–	﹤0.01%	803
2025 Q1	$323	Hold	15	–	–	﹤0.01%	813
2024 Q4	$352	Hold	15	–	–	﹤0.01%	796
2024 Q3	$345	Hold	15	–	–	﹤0.01%	768
2024 Q2	$287	Hold	15	–	–	﹤0.01%	791
2024 Q1	$285	Buy	15 +1	+7%	+$20	﹤0.01%	838
2023 Q4	$306	Hold	14	–	–	﹤0.01%	826
2023 Q3	$250	Hold	14	–	–	﹤0.01%	864
2023 Q2	$277	Hold	14	–	–	﹤0.01%	861
2023 Q1	$271	Hold	14	–	–	﹤0.01%	882
2022 Q4	$290	Buy	14 +1	+8%	+$21	﹤0.01%	883
2022 Q3	$0	Hold	13	–	–	﹤0.01%	906
2022 Q2	$0	Sell	13 -62	-83%	-$1.42K	﹤0.01%	922
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	854
2021 Q4	$1K	Hold	75	–	–	﹤0.01%	828
2021 Q3	$1K	Sell	75 -17	-18%	-$363	﹤0.01%	846
2021 Q2	$1K	Buy	92 +90	+4,500%	+$1.87K	﹤0.01%	826
2021 Q1	$0	Sell	2 -45	-96%	-$794	﹤0.01%	871
2020 Q4	$0	Buy	+47	New	+$622	﹤0.01%	841

Other funds holding KIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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