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Wealthspire Advisors (New York)’s Kimco Realty KIM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-879
Closed -$19.2K – 2011
2025
Q3 		$19.2K Buy
+879
New +$19.1K ﹤0.01% 1708
2019
Q1 		– Sell
-386
Closed -$6K – 448
2018
Q4 		$6K Buy
+386
New +$6.06K ﹤0.01% 613

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s KIM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 879 shares — an estimated $19.2K sold.

Wealthspire Advisors (New York) first reported a position in KIM in Q4 2018 and held it in 2 quarters. The position peaked at $19.2K in Q3 2025. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 879 Kimco Realty shares in Q4 2025, an estimated $19.2K.
  • Wealthspire Advisors (New York) first reported a position in Kimco Realty in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Kimco Realty position peaked at $19.2K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.