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Cary Street Partners Investment Advisory’s Kimco Realty KIM Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-4,972
Closed -$87.5K – 1272
2023
Q3 		$87.5K Buy
4,972
+111
+2% +$2.15K ﹤0.01% 739
2023
Q2 		$95.9K Hold
4,861
– – 0.01% 674
2023
Q1 		$94.9K Hold
4,861
– – 0.01% 606
2022
Q4 		$103K Buy
+4,861
New +$102K 0.01% 577

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's KIM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 4,972 shares — an estimated $87.5K sold.

Cary Street Partners Investment Advisory first reported a position in KIM in Q4 2022 and held it in 4 quarters. The position peaked at $103K in Q4 2022. 521 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,972 Kimco Realty shares in Q4 2023, an estimated $87.5K.
  • Cary Street Partners Investment Advisory first reported a position in Kimco Realty in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Kimco Realty position peaked at $103K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.