Addison Advisors’s Kimco Realty KIM Stock Holding History

Addison Advisors’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 Q1	–	Sell	-1,533	Closed	-$32.5K	–	717
2022 Q4	$32.5K	Hold	1,533	–	–	0.02%	325
2022 Q3	$28K	Hold	1,533	–	–	0.02%	317
2022 Q2	$30K	Buy	1,533 +1,522	+13,836%	+$35K	0.02%	320
2022 Q1	$0	Hold	11	–	–	﹤0.01%	750
2021 Q4	$0	Buy	+11	New	+$254	﹤0.01%	694

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

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

Addison Advisors's KIM Position: Q1 2023 in Review

Addison Advisors sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 1,533 shares — an estimated $32.5K sold.

Addison Advisors first reported a position in KIM in Q4 2021 and held it in 5 quarters. The position peaked at $32.5K in Q4 2022. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

Addison Advisors reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 1,533 Kimco Realty shares in Q1 2023, an estimated $32.5K.
Addison Advisors first reported a position in Kimco Realty in Q4 2021 and held it in 5 quarters.
Addison Advisors's Kimco Realty position peaked at $32.5K in Q4 2022.
506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.