Castle Wealth Management’s Kimco Realty KIM Stock Holding History

Castle Wealth 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 Q4	–	Sell	-279	Closed	-$5K	–	377
2022 Q3	$5K	Hold	279	–	–	﹤0.01%	497
2022 Q2	$6K	Buy	+279	New	+$6.41K	﹤0.01%	466

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

Castle Wealth Management's KIM Position: Q4 2022 in Review

Castle Wealth Management sold out of Kimco Realty (KIM) in Q4 2022, closing a stake of 279 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in KIM in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 517 funds tracked by Wall St. Rank hold KIM as of Q4 2022.

Castle Wealth Management reported no remaining Kimco Realty position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 279 Kimco Realty shares in Q4 2022, an estimated $5K.
Castle Wealth Management first reported a position in Kimco Realty in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Kimco Realty position peaked at $6K in Q2 2022.
517 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.