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Algebris Investments (UK)’s Kimco Realty KIM Stock Holding History

Algebris Investments (UK)’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
2015
Q3 		– Sell
-67,400
Closed -$1.52M – 72
2015
Q2 		$1.52M Buy
+67,400
New +$1.65M 0.6% 38
2014
Q1 		– Sell
-54,039
Closed -$1.07M – 71
2013
Q4 		$1.07M Buy
54,039
+14,315
+36% +$296K 0.65% 41
2013
Q3 		$802K Buy
+39,724
New +$847K 0.69% 34

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Algebris Investments (UK)'s KIM Position: Q3 2015 in Review

Algebris Investments (UK) sold out of Kimco Realty (KIM) in Q3 2015, closing a stake of 67,400 shares — an estimated $1.52M sold.

Algebris Investments (UK) first reported a position in KIM in Q3 2013 and held it in 3 quarters. The position peaked at $1.52M in Q2 2015. 375 funds tracked by Wall St. Rank hold KIM as of Q3 2015.

  • Algebris Investments (UK) reported no remaining Kimco Realty position as of Q3 2015 after selling out during the quarter.
  • Algebris Investments (UK) sold 67,400 Kimco Realty shares in Q3 2015, an estimated $1.52M.
  • Algebris Investments (UK) first reported a position in Kimco Realty in Q3 2013 and held it in 3 quarters.
  • Algebris Investments (UK)'s Kimco Realty position peaked at $1.52M in Q2 2015.
  • 375 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2015.

Based on Algebris Investments (UK)'s 13F filing for Q3 2015, filed 20 Nov 2015.