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Grassi Investment Management’s Kimco Realty KIM Stock Holding History

Grassi Investment 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
2015
Q2 		– Sell
-13,118
Closed -$352K – 144
2015
Q1 		$352K Buy
13,118
+801
+7% +$21.5K 0.07% 130
2014
Q4 		$310K Sell
12,317
-1,197
-9% -$29.3K 0.05% 131
2014
Q3 		$296K Buy
13,514
+2
+0% +$46 0.06% 127
2014
Q2 		$311K Sell
13,512
-598
-4% -$13.6K 0.07% 127
2014
Q1 		$309K Sell
14,110
-1,798
-11% -$38.3K 0.07% 125
2013
Q4 		$314K Sell
15,908
-10,292
-39% -$213K 0.07% 129
2013
Q3 		$529K Sell
26,200
-4,004
-13% -$85.4K 0.14% 104
2013
Q2 		$647K Buy
+30,204
New +$691K 0.17% 98

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Grassi Investment Management's KIM Position: Q2 2015 in Review

Grassi Investment Management sold out of Kimco Realty (KIM) in Q2 2015, closing a stake of 13,118 shares — an estimated $352K sold.

Grassi Investment Management first reported a position in KIM in Q2 2013 and held it in 8 quarters. The position peaked at $647K in Q2 2013. 384 funds tracked by Wall St. Rank hold KIM as of Q2 2015.

  • Grassi Investment Management reported no remaining Kimco Realty position as of Q2 2015 after selling out during the quarter.
  • Grassi Investment Management sold 13,118 Kimco Realty shares in Q2 2015, an estimated $352K.
  • Grassi Investment Management first reported a position in Kimco Realty in Q2 2013 and held it in 8 quarters.
  • Grassi Investment Management's Kimco Realty position peaked at $647K in Q2 2013.
  • 384 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2015.

Based on Grassi Investment Management's 13F filing for Q2 2015, filed 9 Jul 2015.