Berman Capital Advisors’s Kimco Realty KIM Stock Holding History

Berman Capital 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 Q3	$21K	Buy	1,053 +756	+255%	+$16.2K	﹤0.01%	964
2021 Q2	$6K	Hold	297	–	–	﹤0.01%	1296
2021 Q1	$5K	Buy	297 +74	+33%	+$1.31K	﹤0.01%	1270
2020 Q4	$3K	Sell	223 -584	-72%	-$7.73K	﹤0.01%	1306
2020 Q3	$9K	Buy	807 +556	+222%	+$6.56K	﹤0.01%	838
2020 Q2	$3K	Sell	251 -73	-23%	-$812	﹤0.01%	1150
2020 Q1	$2K	Buy	324 +134	+71%	+$2.3K	﹤0.01%	1145
2019 Q4	$3K	Buy	190 +1	+0.5%	+$21	﹤0.01%	1108
2019 Q3	$3K	Buy	189 +1	+0.5%	+$19	﹤0.01%	1084
2019 Q2	$3K	Buy	188 +1	+0.5%	+$18	﹤0.01%	1097
2019 Q1	$3K	Buy	187 +1	+0.5%	+$17	﹤0.01%	1005
2018 Q4	$2K	Buy	+186	New	+$2.92K	﹤0.01%	873

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's KIM Position: Q3 2021 in Review

Berman Capital Advisors increased its Kimco Realty (KIM) stake by 255% in Q3 2021, buying an estimated $16.2K and bringing the position to 1,053 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Berman Capital Advisors first reported a position in KIM in Q4 2018 and has held it in 12 quarters since. 473 funds tracked by Wall St. Rank hold KIM as of Q3 2021.

Berman Capital Advisors held 1,053 shares of Kimco Realty worth $21K as of Q3 2021.
Berman Capital Advisors bought 756 Kimco Realty shares in Q3 2021, an estimated $16.2K.
Kimco Realty made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #964 holding.
Berman Capital Advisors first reported a position in Kimco Realty in Q4 2018 and has held it in 12 quarters since.
473 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.