Foster & Motley’s Kimco Realty KIM Stock Holding History

Foster & Motley’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
2023 Q3	–	Sell	-10,973	Closed	-$216K	–	371
2023 Q2	$216K	Sell	10,973 -526	-5%	-$9.91K	0.02%	376
2023 Q1	$225K	Hold	11,499	–	–	0.02%	365
2022 Q4	$244K	Sell	11,499 -593	-5%	-$12.5K	0.02%	346
2022 Q3	$223K	Buy	+12,092	New	+$255K	0.02%	331
2022 Q2	–	Sell	-8,159	Closed	-$202K	–	367
2022 Q1	$202K	Buy	+8,159	New	+$197K	0.02%	355

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foster & Motley's KIM Position: Q3 2023 in Review

Foster & Motley sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 10,973 shares — an estimated $216K sold.

Foster & Motley first reported a position in KIM in Q1 2022 and held it in 5 quarters. The position peaked at $244K in Q4 2022. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

Foster & Motley reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
Foster & Motley sold 10,973 Kimco Realty shares in Q3 2023, an estimated $216K.
Foster & Motley first reported a position in Kimco Realty in Q1 2022 and held it in 5 quarters.
Foster & Motley's Kimco Realty position peaked at $244K in Q4 2022.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.