BWM
KIM icon

Baystate Wealth Management’s Kimco Realty KIM Stock Holding History

Baystate Wealth Management’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
Q4 		$2.13K Buy
+100
New +$1.89K ﹤0.01% 1048
2017
Q3 		– Sell
-81
Closed -$2K – 677
2017
Q2 		$2K Buy
81
+1
+1% +$20 ﹤0.01% 499
2017
Q1 		$2K Buy
+80
New +$1.92K ﹤0.01% 465

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baystate Wealth Management's KIM Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Kimco Realty (KIM) in Q4 2023: 100 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in KIM as recently as Q2 2017.

Baystate Wealth Management first reported a position in KIM in Q1 2017 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

  • Baystate Wealth Management held 100 shares of Kimco Realty worth $2.13K as of Q4 2023.
  • Kimco Realty was a new Baystate Wealth Management position in Q4 2023.
  • Kimco Realty made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1048 holding.
  • Baystate Wealth Management first reported a position in Kimco Realty in Q1 2017 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.