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WR Wealth Planners’s Kimco Realty KIM Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-471
Closed -$10.9K – 1154
2024
Q3 		$10.9K Hold
471
– – ﹤0.01% 608
2024
Q2 		$9.17K Hold
471
– – ﹤0.01% 609
2024
Q1 		$9.24K Buy
+471
New +$9.37K ﹤0.01% 614
2023
Q4 		– Sell
-471
Closed -$8.29K – 547
2023
Q3 		$8.29K Hold
471
– – ﹤0.01% 607
2023
Q2 		$9.29K Hold
471
– – ﹤0.01% 592
2023
Q1 		$9.2K Hold
471
– – ﹤0.01% 576
2022
Q4 		$9.98K Hold
471
– – 0.01% 265
2022
Q3 		$8.67K Hold
471
– – 0.01% 270
2022
Q2 		$9.31K Buy
+471
New +$10.8K 0.01% 288

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
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WR Wealth Planners's KIM Position: Q4 2024 in Review

WR Wealth Planners sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 471 shares — an estimated $10.9K sold.

WR Wealth Planners first reported a position in KIM in Q2 2022 and held it in 9 quarters. The position peaked at $10.9K in Q3 2024. 598 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

  • WR Wealth Planners reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 471 Kimco Realty shares in Q4 2024, an estimated $10.9K.
  • WR Wealth Planners first reported a position in Kimco Realty in Q2 2022 and held it in 9 quarters.
  • WR Wealth Planners's Kimco Realty position peaked at $10.9K in Q3 2024.
  • 598 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.