TrueWealth Advisors’s Kimco Realty KIM Stock Holding History

TrueWealth 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
2025 Q1	–	Sell	-19,602	Closed	-$459K	–	227
2024 Q4	$459K	Buy	+19,602	New	+$475K	0.15%	125

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TrueWealth Advisors's KIM Position: Q1 2025 in Review

TrueWealth Advisors sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 19,602 shares — an estimated $459K sold.

TrueWealth Advisors first reported a position in KIM in Q4 2024 and held it in 1 quarter. The position peaked at $459K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

TrueWealth Advisors reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 19,602 Kimco Realty shares in Q1 2025, an estimated $459K.
TrueWealth Advisors first reported a position in Kimco Realty in Q4 2024 and held it in 1 quarter.
TrueWealth Advisors's Kimco Realty position peaked at $459K in Q4 2024.
584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.