Capital Growth Management’s Kimco Realty KIM Stock Holding History

Capital Growth 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
2022 Q3	$4.6M	Sell	250,000 -300,000	-55%	-$6.33M	0.61%	43
2022 Q2	$10.9M	Buy	+550,000	New	+$12.6M	1.29%	25
2021 Q1	–	Sell	-1,580,000	Closed	-$23.7M	–	68
2020 Q4	$23.7M	Buy	+1,580,000	New	+$20.9M	2.39%	14
2019 Q3	–	Sell	-1,550,000	Closed	-$28.6M	–	52
2019 Q2	$28.6M	Buy	+1,550,000	New	+$28.1M	2.01%	24

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAMU

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

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

Capital Growth Management's KIM Position: Q3 2022 in Review

Capital Growth Management reduced its Kimco Realty (KIM) stake by 55% in Q3 2022, selling an estimated $6.33M and leaving 250,000 shares worth $4.6M. The position accounts for 0.61% of the portfolio, ranked #43.

Capital Growth Management first reported a position in KIM in Q2 2019 and has held it in 4 quarters since. The position peaked at $28.6M in Q2 2019. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

Capital Growth Management held 250,000 shares of Kimco Realty worth $4.6M as of Q3 2022.
Capital Growth Management sold 300,000 Kimco Realty shares in Q3 2022, an estimated $6.33M.
Kimco Realty made up 0.61% of Capital Growth Management's portfolio in Q3 2022, its #43 holding.
Capital Growth Management first reported a position in Kimco Realty in Q2 2019 and has held it in 4 quarters since.
Capital Growth Management's Kimco Realty position peaked at $28.6M in Q2 2019.
482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Capital Growth Management's 13F filing for Q3 2022, filed 14 Nov 2022.