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Venturi Wealth Management’s Kimco Realty KIM Stock Holding History

Venturi Wealth Management’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
-908
Closed -$21.3K – 1263
2024
Q4 		$21.3K Hold
908
– – ﹤0.01% 1244
2024
Q3 		$21.1K Buy
908
+396
+77% +$8.74K ﹤0.01% 999
2024
Q2 		$9.96K Buy
512
+178
+53% +$3.33K ﹤0.01% 1105
2024
Q1 		$6.55K Hold
334
– – ﹤0.01% 1019
2023
Q4 		$7.12K Buy
334
+23
+7% +$434 ﹤0.01% 951
2023
Q3 		$5.47K Hold
311
– – ﹤0.01% 953
2023
Q2 		$6.13K Buy
311
+175
+129% +$3.3K ﹤0.01% 722
2023
Q1 		$2.66K Buy
+136
New +$2.8K ﹤0.01% 952

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Venturi Wealth Management's KIM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 908 shares — an estimated $21.3K sold.

Venturi Wealth Management first reported a position in KIM in Q1 2023 and held it in 8 quarters. The position peaked at $21.3K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 908 Kimco Realty shares in Q1 2025, an estimated $21.3K.
  • Venturi Wealth Management first reported a position in Kimco Realty in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Kimco Realty position peaked at $21.3K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.