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Advisor Partners II’s Kimco Realty KIM Stock Holding History

Advisor Partners II’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
Q3 		$613K Sell
34,860
-9,463
-21% -$184K 0.02% 636
2023
Q2 		$874K Buy
44,323
+13,917
+46% +$262K 0.04% 429
2023
Q1 		$594K Buy
30,406
+4,254
+16% +$87.5K 0.03% 489
2022
Q4 		$554K Buy
26,152
+495
+2% +$10.4K 0.03% 485
2022
Q3 		$472K Buy
+25,657
New +$541K 0.04% 473

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Partners II's KIM Position: Q3 2023 in Review

Advisor Partners II reduced its Kimco Realty (KIM) stake by 21% in Q3 2023, selling an estimated $184K and leaving 34,860 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #636.

Advisor Partners II first reported a position in KIM in Q3 2022 and has held it in 5 quarters since. The position peaked at $874K in Q2 2023. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Advisor Partners II held 34,860 shares of Kimco Realty worth $613K as of Q3 2023.
  • Advisor Partners II sold 9,463 Kimco Realty shares in Q3 2023, an estimated $184K.
  • Kimco Realty made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #636 holding.
  • Advisor Partners II first reported a position in Kimco Realty in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Kimco Realty position peaked at $874K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.