B. Riley Wealth Advisors’s Kimco Realty KIM Stock Holding History

B. Riley 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
2023 Q1	–	Sell	-9,786	Closed	-$207K	–	1577
2022 Q4	$207K	Buy	+9,786	New	+$206K	0.01%	1241
2022 Q2	–	Sell	-9,779	Closed	-$242K	–	1312
2022 Q1	$242K	Buy	9,779 +87	+0.9%	+$2.1K	0.01%	1122
2021 Q4	$240K	Buy	+9,692	New	+$224K	0.01%	1184
2019 Q4	–	Sell	-12,142	Closed	-$254K	–	879
2019 Q3	$254K	Buy	12,142 +1,947	+19%	+$37K	0.03%	647
2019 Q2	$189K	Sell	10,195 -151	-1%	-$2.73K	0.02%	724
2019 Q1	$193K	Sell	10,346 -1,787	-15%	-$30.7K	0.02%	663
2018 Q4	$178K	Buy	+12,133	New	+$190K	0.03%	585
2015 Q1	–	Sell	-2,339	Closed	-$59K	–	1323
2014 Q4	$59K	Buy	+2,339	New	+$57.2K	﹤0.01%	2006
2014 Q3	–	Sell	-2,339	Closed	-$53.8K	–	1314
2014 Q2	$53.8K	Buy	+2,339	New	+$53.1K	0.01%	1001

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

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

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

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

B. Riley Wealth Advisors's KIM Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 9,786 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in KIM in Q2 2014 and held it in 9 quarters. The position peaked at $254K in Q3 2019. 507 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,786 Kimco Realty shares in Q1 2023, an estimated $207K.
B. Riley Wealth Advisors first reported a position in Kimco Realty in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's Kimco Realty position peaked at $254K in Q3 2019.
507 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.