Sunbelt Securities’s Kimco Realty KIM Stock Holding History

Sunbelt Securities’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	$132K	Sell	5,876 -662	-10%	-$14.6K	0.01%	755
2025 Q4	$133K	Buy	6,538 +18	+0.3%	+$374	0.01%	749
2025 Q3	$142K	Sell	6,520 -3,134	-32%	-$68.1K	0.01%	736
2025 Q2	$226K	Buy	9,654 +265	+3%	+$5.5K	0.02%	556
2025 Q1	$199K	Sell	9,389 -265	-3%	-$5.79K	0.02%	563
2024 Q4	$224K	Sell	9,654 -487	-5%	-$11.8K	0.02%	557
2024 Q3	$235K	Sell	10,141 -582	-5%	-$12.8K	0.02%	549
2024 Q2	$209K	Buy	10,723 +23	+0.2%	+$431	0.02%	546
2024 Q1	$210K	Buy	10,700 +1,272	+13%	+$25.3K	0.02%	519
2023 Q4	$201K	Sell	9,428 -1,298	-12%	-$24.5K	0.03%	489
2023 Q3	$189K	Sell	10,726 -682	-6%	-$13.2K	0.03%	493
2023 Q2	$225K	Sell	11,408 -532	-4%	-$10K	0.03%	441
2023 Q1	$225K	Buy	11,940 +1,028	+9%	+$21.2K	0.04%	409
2022 Q4	$231K	Buy	+10,912	New	+$229K	0.05%	398

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