9258 Wealth Management’s Kimco Realty KIM Stock Holding History

9258 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
2023 Q4	–	Sell	-98,472	Closed	-$1.73M	–	328
2023 Q3	$1.73M	Hold	98,472	–	–	0.34%	63
2023 Q2	$1.94M	Hold	98,472	–	–	0.37%	60
2023 Q1	$1.92M	Hold	98,472	–	–	0.39%	57
2022 Q4	$2.09M	Hold	98,472	–	–	0.45%	51
2022 Q3	$1.81M	Buy	+98,472	New	+$2.08M	0.46%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's KIM Position: Q4 2023 in Review

9258 Wealth Management sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 98,472 shares — an estimated $1.73M sold.

9258 Wealth Management first reported a position in KIM in Q3 2022 and held it in 5 quarters. The position peaked at $2.09M in Q4 2022. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

9258 Wealth Management reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
9258 Wealth Management sold 98,472 Kimco Realty shares in Q4 2023, an estimated $1.73M.
9258 Wealth Management first reported a position in Kimco Realty in Q3 2022 and held it in 5 quarters.
9258 Wealth Management's Kimco Realty position peaked at $2.09M in Q4 2022.
520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.