Capital Performance Advisors’s Kimco Realty KIM Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-195	Closed	-$4.53K	–	1468
2024 Q3	$4.53K	Buy	+195	New	+$4.3K	﹤0.01%	1155

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's KIM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 195 shares — an estimated $4.53K sold.

Capital Performance Advisors first reported a position in KIM in Q3 2024 and held it in 1 quarter. The position peaked at $4.53K in Q3 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

Capital Performance Advisors reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 195 Kimco Realty shares in Q4 2024, an estimated $4.53K.
Capital Performance Advisors first reported a position in Kimco Realty in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Kimco Realty position peaked at $4.53K in Q3 2024.
597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.