ARS Wealth Advisors’s Kimco Realty KIM Stock Holding History

ARS Wealth 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
2021 Q2	$11.6M	Buy	555,258 +1,792	+0.3%	+$37.2K	2.08%	13
2021 Q1	$10.4M	Buy	553,466 +2,303	+0.4%	+$40.6K	2.26%	11
2020 Q4	$8.27M	Buy	551,163 +89,725	+19%	+$1.19M	1.78%	13
2020 Q3	$5.2M	Buy	+461,438	New	+$5.45M	1.43%	16

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

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

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

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

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

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

AAMU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ARS Wealth Advisors's KIM Position: Q2 2021 in Review

ARS Wealth Advisors increased its Kimco Realty (KIM) stake by 0.32% in Q2 2021, buying an estimated $37.2K and bringing the position to 555,258 shares worth $11.6M. The position accounts for 2.08% of the portfolio, ranked #13.

ARS Wealth Advisors first reported a position in KIM in Q3 2020 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold KIM as of Q2 2021.

ARS Wealth Advisors held 555,258 shares of Kimco Realty worth $11.6M as of Q2 2021.
ARS Wealth Advisors bought 1,792 Kimco Realty shares in Q2 2021, an estimated $37.2K.
Kimco Realty made up 2.08% of ARS Wealth Advisors's portfolio in Q2 2021, its #13 holding.
ARS Wealth Advisors first reported a position in Kimco Realty in Q3 2020 and has held it in 4 quarters since.
404 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.