Advisor Partners’s Kimco Realty KIM Stock Holding History

Advisor Partners’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
2022 Q2	$497K	Sell	25,134 -3,069	-11%	-$70.5K	0.04%	480
2022 Q1	$697K	Sell	28,203 -1,016	-3%	-$24.5K	0.04%	413
2021 Q4	$721K	Buy	29,219 +1,278	+5%	+$29.6K	0.04%	408
2021 Q3	$580K	Buy	27,941 +4,578	+20%	+$97.9K	0.04%	445
2021 Q2	$487K	Sell	23,363 -312	-1%	-$6.47K	0.03%	511
2021 Q1	$444K	Sell	23,675 -565	-2%	-$9.97K	0.03%	511
2020 Q4	$364K	Buy	24,240 +3,804	+19%	+$50.3K	0.03%	537
2020 Q3	$230K	Sell	20,436 -139	-0.7%	-$1.64K	0.02%	596
2020 Q2	$264K	Buy	+20,575	New	+$229K	0.02%	558
2020 Q1	–	Sell	-13,207	Closed	-$267K	–	666
2019 Q4	$267K	Buy	13,207 +1,077	+9%	+$22.6K	0.03%	526
2019 Q3	$253K	Sell	12,130 -396	-3%	-$7.54K	0.03%	537
2019 Q2	$231K	Sell	12,526 -624	-5%	-$11.3K	0.03%	563
2019 Q1	$243K	Buy	13,150 +479	+4%	+$8.22K	0.03%	519
2018 Q4	$186K	Buy	12,671 +406	+3%	+$6.37K	0.03%	566
2018 Q3	$205K	Buy	12,265 +936	+8%	+$15.7K	0.03%	593
2018 Q2	$192K	Buy	+11,329	New	+$171K	0.03%	551

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's KIM Position: Q2 2022 in Review

Advisor Partners reduced its Kimco Realty (KIM) stake by 11% in Q2 2022, selling an estimated $70.5K and leaving 25,134 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #480.

Advisor Partners first reported a position in KIM in Q2 2018 and has held it in 16 quarters since. The position peaked at $721K in Q4 2021. 487 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

Advisor Partners held 25,134 shares of Kimco Realty worth $497K as of Q2 2022.
Advisor Partners sold 3,069 Kimco Realty shares in Q2 2022, an estimated $70.5K.
Kimco Realty made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #480 holding.
Advisor Partners first reported a position in Kimco Realty in Q2 2018 and has held it in 16 quarters since.
Advisor Partners's Kimco Realty position peaked at $721K in Q4 2021.
487 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.