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Curi Wealth Management’s Kimco Realty KIM Stock Holding History

Curi 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
Q3 		– Sell
-8
Closed – – 463
2022
Q2 		$0 Hold
8
– – ﹤0.01% 682
2022
Q1 		$0 Hold
8
– – ﹤0.01% 587
2021
Q4 		$0 Buy
+8
New +$185 ﹤0.01% 548
2021
Q1 		– Sell
-8
Closed – – 299
2020
Q4 		$0 Buy
+8
New +$106 ﹤0.01% 458

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

Curi Wealth Management's KIM Position: Q3 2022 in Review

Curi Wealth Management sold out of Kimco Realty (KIM) in Q3 2022, closing a stake of 8 shares.

Curi Wealth Management first reported a position in KIM in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

  • Curi Wealth Management reported no remaining Kimco Realty position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 8 Kimco Realty shares in Q3 2022.
  • Curi Wealth Management first reported a position in Kimco Realty in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Kimco Realty position peaked at $0 in Q2 2022.
  • 482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.