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Summit Wealth Group (Colorado)’s Kimco Realty KIM Stock Holding History

Summit Wealth Group (Colorado)’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
-4,077
Closed -$553K – 453
2025
Q3 		$553K Buy
+4,077
New +$88.6K 0.06% 248

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
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

Summit Wealth Group (Colorado)'s KIM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 4,077 shares — an estimated $553K sold.

Summit Wealth Group (Colorado) first reported a position in KIM in Q3 2025 and held it in 1 quarter. The position peaked at $553K in Q3 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,077 Kimco Realty shares in Q4 2025, an estimated $553K.
  • Summit Wealth Group (Colorado) first reported a position in Kimco Realty in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kimco Realty position peaked at $553K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.