Unique Wealth Strategies’s Kimco Realty KIM Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-50	Closed	-$980	–	455
2024 Q2	$980	Buy	+50	New	+$937	﹤0.01%	556

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Unique Wealth Strategies's KIM Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Kimco Realty (KIM) in Q3 2024, closing a stake of 50 shares — an estimated $980 sold.

Unique Wealth Strategies first reported a position in KIM in Q2 2024 and held it in 1 quarter. The position peaked at $980 in Q2 2024. 551 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

Unique Wealth Strategies reported no remaining Kimco Realty position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 50 Kimco Realty shares in Q3 2024, an estimated $980.
Unique Wealth Strategies first reported a position in Kimco Realty in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Kimco Realty position peaked at $980 in Q2 2024.
551 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.