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Advisor Group’s Kimco Realty KIM Stock Holding History

Advisor Group’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
2019
Q4 		$3.07M Sell
148,243
-91,922
-38% -$1.93M 0.02% 607
2019
Q3 		$5.01M Buy
240,165
+6,250
+3% +$119K 0.04% 413
2019
Q2 		$4.32M Buy
233,915
+3,292
+1% +$59.6K 0.03% 447
2019
Q1 		$4.27M Buy
230,623
+5,316
+2% +$91.2K 0.04% 420
2018
Q4 		$3.3M Buy
225,307
+112,363
+99% +$1.76M 0.03% 435
2018
Q3 		$1.89M Buy
112,944
+16,604
+17% +$279K 0.02% 660
2018
Q2 		$1.64M Sell
96,340
-6,704
-7% -$101K 0.02% 624
2018
Q1 		$1.48M Sell
103,044
-426
-0.4% -$6.56K 0.02% 677
2017
Q4 		$1.88M Buy
103,470
+33,161
+47% +$621K 0.03% 584
2017
Q3 		$1.37M Buy
70,309
+3,366
+5% +$66K 0.02% 662
2017
Q2 		$1.23M Buy
66,943
+5,100
+8% +$100K 0.02% 657
2017
Q1 		$1.37M Buy
61,843
+3,654
+6% +$87.8K 0.03% 582
2016
Q4 		$1.46M Buy
58,189
+13,648
+31% +$360K 0.03% 515
2016
Q3 		$1.29M Buy
44,541
+7,704
+21% +$235K 0.03% 547
2016
Q2 		$1.15M Buy
+36,837
New +$1.06M 0.03% 564

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Group's KIM Position: Q4 2019 in Review

Advisor Group reduced its Kimco Realty (KIM) stake by 38% in Q4 2019, selling an estimated $1.93M and leaving 148,243 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #607.

Advisor Group first reported a position in KIM in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.01M in Q3 2019. 439 funds tracked by Wall St. Rank hold KIM as of Q4 2019.

  • Advisor Group held 148,243 shares of Kimco Realty worth $3.07M as of Q4 2019.
  • Advisor Group sold 91,922 Kimco Realty shares in Q4 2019, an estimated $1.93M.
  • Kimco Realty made up 0.02% of Advisor Group's portfolio in Q4 2019, its #607 holding.
  • Advisor Group first reported a position in Kimco Realty in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Kimco Realty position peaked at $5.01M in Q3 2019.
  • 439 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.