Forward Management’s Kimco Realty KIM Stock Holding History

Forward 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
2020 Q4	–	Sell	-39,100	Closed	-$441K	–	31
2020 Q3	$441K	Hold	39,100	–	–	0.07%	26
2020 Q2	$502K	Hold	39,100	–	–	0.09%	26
2020 Q1	$378K	Hold	39,100	–	–	0.07%	34
2019 Q4	$810K	Buy	+39,100	New	+$820K	0.12%	37
2018 Q4	–	Sell	-50	Closed	-$1K	–	87
2018 Q3	$1K	Sell	50 -21,900	-100%	-$368K	﹤0.01%	150
2018 Q2	$373K	Sell	21,950 -1,450	-6%	-$21.9K	0.06%	128
2018 Q1	$337K	Sell	23,400 -6,500	-22%	-$100K	0.05%	153
2017 Q4	$543K	Sell	29,900 -10,900	-27%	-$204K	0.06%	134
2017 Q3	$797K	Sell	40,800 -300	-0.7%	-$5.88K	0.09%	114
2017 Q2	$754K	Hold	41,100	–	–	0.06%	126
2017 Q1	$908K	Hold	41,100	–	–	0.08%	113
2016 Q4	$1.03M	Sell	41,100 -4,900	-11%	-$129K	0.07%	133
2016 Q3	$1.33M	Hold	46,000	–	–	0.1%	91
2016 Q2	$1.44M	Sell	46,000 -2,800	-6%	-$80.6K	0.12%	84
2016 Q1	$1.4M	Hold	48,800	–	–	0.11%	91
2015 Q4	$1.29M	Hold	48,800	–	–	0.11%	104
2015 Q3	$1.19M	Sell	48,800 -10,200	-17%	-$245K	0.1%	119
2015 Q2	$1.33M	Hold	59,000	–	–	0.08%	141
2015 Q1	$1.58M	Sell	59,000 -6,500	-10%	-$175K	0.09%	127
2014 Q4	$1.65M	Hold	65,500	–	–	0.09%	128
2014 Q3	$1.44M	Sell	65,500 -5,900	-8%	-$135K	0.09%	136
2014 Q2	$1.64M	Hold	71,400	–	–	0.1%	117
2014 Q1	$1.56M	Hold	71,400	–	–	0.09%	123
2013 Q4	$1.41M	Hold	71,400	–	–	0.09%	120
2013 Q3	$1.44M	Sell	71,400 -21,000	-23%	-$448K	0.09%	124
2013 Q2	$1.98M	Buy	+92,400	New	+$2.11M	0.16%	106

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Forward Management's KIM Position: Q4 2020 in Review

Forward Management sold out of Kimco Realty (KIM) in Q4 2020, closing a stake of 39,100 shares — an estimated $441K sold.

Forward Management first reported a position in KIM in Q2 2013 and held it in 26 quarters. The position peaked at $1.98M in Q2 2013. 393 funds tracked by Wall St. Rank hold KIM as of Q4 2020.

Forward Management reported no remaining Kimco Realty position as of Q4 2020 after selling out during the quarter.
Forward Management sold 39,100 Kimco Realty shares in Q4 2020, an estimated $441K.
Forward Management first reported a position in Kimco Realty in Q2 2013 and held it in 26 quarters.
Forward Management's Kimco Realty position peaked at $1.98M in Q2 2013.
393 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2020.

Based on Forward Management's 13F filing for Q4 2020, filed 5 Feb 2021.