First Trust Direct Indexing’s Kimco Realty KIM Stock Holding History

First Trust Direct Indexing’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	-15,607	Closed	-$362K	–	487
2024 Q3	$362K	Buy	15,607 +309	+2%	+$6.82K	0.02%	659
2024 Q2	$298K	Buy	+15,298	New	+$287K	0.02%	670

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

First Trust Direct Indexing's KIM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 15,607 shares — an estimated $362K sold.

First Trust Direct Indexing first reported a position in KIM in Q2 2024 and held it in 2 quarters. The position peaked at $362K in Q3 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

First Trust Direct Indexing reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 15,607 Kimco Realty shares in Q4 2024, an estimated $362K.
First Trust Direct Indexing first reported a position in Kimco Realty in Q2 2024 and held it in 2 quarters.
First Trust Direct Indexing's Kimco Realty position peaked at $362K in Q3 2024.
597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.