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Capital Impact Advisors’s Kimco Realty KIM Stock Holding History

Capital Impact 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
-12,367
Closed -$262K – 208
2022
Q4 		$262K Hold
12,367
– – 0.26% 162
2022
Q3 		$228K Sell
12,367
-4,112
-25% -$86.7K 0.23% 167
2022
Q2 		$326K Sell
16,479
-1,628
-9% -$37.4K 0.3% 145
2022
Q1 		$447K Sell
18,107
-56,802
-76% -$1.37M 0.33% 143
2021
Q4 		$1.85M Sell
74,909
-31,815
-30% -$736K 1.27% 27
2021
Q3 		$2.21M Hold
106,724
– – 0.88% 49
2021
Q2 		$2.23M Hold
106,724
– – 0.72% 62
2021
Q1 		$2M Buy
+106,724
New +$1.88M 0.7% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Impact Advisors's KIM Position: Q1 2023 in Review

Capital Impact Advisors sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 12,367 shares — an estimated $262K sold.

Capital Impact Advisors first reported a position in KIM in Q1 2021 and held it in 8 quarters. The position peaked at $2.23M in Q2 2021. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

  • Capital Impact Advisors reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
  • Capital Impact Advisors sold 12,367 Kimco Realty shares in Q1 2023, an estimated $262K.
  • Capital Impact Advisors first reported a position in Kimco Realty in Q1 2021 and held it in 8 quarters.
  • Capital Impact Advisors's Kimco Realty position peaked at $2.23M in Q2 2021.
  • 506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on Capital Impact Advisors's 13F filing for Q1 2023, filed 23 May 2023.