WealthTrak Capital Management’s Kimco Realty KIM Stock Holding History

WealthTrak Capital 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 Q3	–	Sell	-15	Closed	-$316	–	509
2025 Q2	$316	Sell	15 -15	-50%	-$311	﹤0.01%	754
2025 Q1	$638	Sell	30 -10	-25%	-$218	﹤0.01%	606
2024 Q4	$938	Buy	+40	New	+$969	﹤0.01%	454

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

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

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

AAMU

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

WealthTrak Capital Management's KIM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Kimco Realty (KIM) in Q3 2025, closing a stake of 15 shares — an estimated $316 sold.

WealthTrak Capital Management first reported a position in KIM in Q4 2024 and held it in 3 quarters. The position peaked at $938 in Q4 2024. 620 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

WealthTrak Capital Management reported no remaining Kimco Realty position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 15 Kimco Realty shares in Q3 2025, an estimated $316.
WealthTrak Capital Management first reported a position in Kimco Realty in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's Kimco Realty position peaked at $938 in Q4 2024.
620 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.