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Glassman Wealth Services’s Kimco Realty KIM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-624
Closed -$13.3K – 1033
2023
Q4 		$13.3K Sell
624
-104
-14% -$1.96K ﹤0.01% 802
2023
Q3 		$12.8K Hold
728
– – ﹤0.01% 782
2023
Q2 		$14.4K Buy
728
+32
+5% +$603 ﹤0.01% 711
2023
Q1 		$13.6K Sell
696
-53
-7% -$1.09K ﹤0.01% 726
2022
Q4 		$15.9K Sell
749
-60
-7% -$1.26K ﹤0.01% 717
2022
Q3 		$15K Sell
809
-158
-16% -$3.33K ﹤0.01% 691
2022
Q2 		$19K Sell
967
-303
-24% -$6.96K ﹤0.01% 640
2022
Q1 		$31K Buy
1,270
+27
+2% +$652 0.01% 515
2021
Q4 		$31K Buy
1,243
+96
+8% +$2.22K 0.01% 494
2021
Q3 		$24K Buy
1,147
+1,064
+1,282% +$22.7K 0.01% 538
2021
Q2 		$2K Buy
83
+16
+24% +$332 ﹤0.01% 1152
2021
Q1 		$1K Buy
67
+15
+29% +$265 ﹤0.01% 1274
2020
Q4 		$1K Hold
52
– – ﹤0.01% 1230
2020
Q3 		$1K Hold
52
– – ﹤0.01% 1181
2020
Q2 		$1K Sell
52
-64
-55% -$712 ﹤0.01% 1051
2020
Q1 		$1K Buy
116
+25
+27% +$429 ﹤0.01% 909
2019
Q4 		$2K Hold
91
– – ﹤0.01% 768
2019
Q3 		$2K Buy
91
+11
+14% +$209 ﹤0.01% 707
2019
Q2 		$1K Hold
80
– – ﹤0.01% 875
2019
Q1 		$1K Buy
80
+66
+471% +$1.13K ﹤0.01% 830
2018
Q4 		$0 Sell
14
-29
-67% -$455 ﹤0.01% 875
2018
Q3 		$1K Buy
43
+29
+207% +$487 ﹤0.01% 697
2018
Q2 		$0 Hold
14
– – ﹤0.01% 873
2018
Q1 		$0 Sell
14
-82
-85% -$1.26K ﹤0.01% 827
2017
Q4 		$2K Buy
+96
New +$1.8K ﹤0.01% 501
2017
Q2 		– Sell
-21
Closed – – 609
2017
Q1 		$0 Buy
21
+5
+31% +$120 ﹤0.01% 640
2016
Q4 		$0 Buy
16
+3
+23% +$79 ﹤0.01% 675
2016
Q3 		$0 Buy
+13
New +$396 ﹤0.01% 541

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Glassman Wealth Services's KIM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 624 shares — an estimated $13.3K sold.

Glassman Wealth Services first reported a position in KIM in Q3 2016 and held it in 28 quarters. The position peaked at $31K in Q1 2022. 535 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 624 Kimco Realty shares in Q1 2024, an estimated $13.3K.
  • Glassman Wealth Services first reported a position in Kimco Realty in Q3 2016 and held it in 28 quarters.
  • Glassman Wealth Services's Kimco Realty position peaked at $31K in Q1 2022.
  • 535 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.