Wealth Enhancement Advisory Services
KIM icon

Wealth Enhancement Advisory Services’s Kimco Realty KIM Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.41M Buy
62,448
+9,303
+18% +$205K ﹤0.01% 1585
2025
Q4 		$1.08M Sell
53,145
-10,779
-17% -$224K ﹤0.01% 1907
2025
Q3 		$1.37M Buy
63,924
+4,412
+7% +$95.9K ﹤0.01% 1668
2025
Q2 		$1.29M Buy
59,512
+7,470
+14% +$155K ﹤0.01% 1607
2025
Q1 		$1.11M Buy
52,042
+39
+0.1% +$851 ﹤0.01% 1552
2024
Q4 		$1.22M Buy
52,003
+640
+1% +$15.5K ﹤0.01% 1441
2024
Q3 		$1.19M Buy
51,363
+225
+0.4% +$4.97K ﹤0.01% 1303
2024
Q2 		$995K Sell
51,138
-1,000
-2% -$18.7K ﹤0.01% 1280
2024
Q1 		$1.02M Buy
52,138
+23,627
+83% +$470K ﹤0.01% 1226
2023
Q4 		$608K Buy
28,511
+766
+3% +$14.5K ﹤0.01% 1397
2023
Q3 		$488K Buy
+27,745
New +$539K ﹤0.01% 1440

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VPM
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State Street
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VCM
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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
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