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Belpointe Asset Management’s Kimco Realty KIM Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-2,808
Closed -$54.8K – 2055
2023
Q1 		$54.8K Sell
2,808
-456
-14% -$9.38K ﹤0.01% 1651
2022
Q4 		$69.1K Buy
+3,264
New +$68.6K ﹤0.01% 1443

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Belpointe Asset Management's KIM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 2,808 shares — an estimated $54.8K sold.

Belpointe Asset Management first reported a position in KIM in Q4 2022 and held it in 2 quarters. The position peaked at $69.1K in Q4 2022. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,808 Kimco Realty shares in Q2 2023, an estimated $54.8K.
  • Belpointe Asset Management first reported a position in Kimco Realty in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Kimco Realty position peaked at $69.1K in Q4 2022.
  • 496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.