Cordatus Wealth Management’s Kimco Realty KIM Stock Holding History

Cordatus 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 Q2	–	Sell	-89,526	Closed	-$2.21M	–	152
2022 Q1	$2.21M	Sell	89,526 -1,443	-2%	-$34.8K	0.78%	43
2021 Q4	$2.24M	Buy	90,969 +5,835	+7%	+$135K	0.66%	56
2021 Q3	$1.77M	Buy	+85,134	New	+$1.82M	1.36%	30
2021 Q1	$1.64M	Sell	87,203 -6,192	-7%	-$109K	0.63%	65
2020 Q4	$1.4M	Buy	+93,395	New	+$1.24M	0.59%	66

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

AAMU

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

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

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

Cordatus Wealth Management's KIM Position: Q2 2022 in Review

Cordatus Wealth Management sold out of Kimco Realty (KIM) in Q2 2022, closing a stake of 89,526 shares — an estimated $2.21M sold.

Cordatus Wealth Management first reported a position in KIM in Q4 2020 and held it in 5 quarters. The position peaked at $2.24M in Q4 2021. 486 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

Cordatus Wealth Management reported no remaining Kimco Realty position as of Q2 2022 after selling out during the quarter.
Cordatus Wealth Management sold 89,526 Kimco Realty shares in Q2 2022, an estimated $2.21M.
Cordatus Wealth Management first reported a position in Kimco Realty in Q4 2020 and held it in 5 quarters.
Cordatus Wealth Management's Kimco Realty position peaked at $2.24M in Q4 2021.
486 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on Cordatus Wealth Management's 13F filing for Q2 2022, filed 24 Aug 2022.