Harvest Fund Management’s Kimco Realty KIM Stock Holding History

Harvest Fund 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
2024 Q1	–	Sell	-745	Closed	-$16K	–	718
2023 Q4	$16K	Hold	745	–	–	﹤0.01%	514
2023 Q3	$13K	Hold	745	–	–	﹤0.01%	513
2023 Q2	$15K	Hold	745	–	–	﹤0.01%	530
2023 Q1	$15K	Sell	745 -2,831	-79%	-$58.3K	﹤0.01%	606
2022 Q4	$76K	Hold	3,576	–	–	0.02%	399
2022 Q3	$66K	Buy	3,576 +745	+26%	+$15.7K	0.02%	368
2022 Q2	$56K	Hold	2,831	–	–	0.02%	395
2022 Q1	$69K	Buy	2,831 +1,924	+212%	+$46.4K	0.01%	386
2021 Q4	$22K	Hold	907	–	–	﹤0.01%	600
2021 Q3	$18K	Hold	907	–	–	﹤0.01%	601
2021 Q2	$19K	Buy	+907	New	+$18.8K	﹤0.01%	624
2019 Q2	–	Sell	-600	Closed	-$11K	–	404
2019 Q1	$11K	Sell	600 -700	-54%	-$12K	﹤0.01%	341
2018 Q4	$19K	Hold	1,300	–	–	﹤0.01%	310
2018 Q3	$22K	Buy	+1,300	New	+$21.8K	﹤0.01%	411
2017 Q3	–	Sell	-2,500	Closed	-$46K	–	207
2017 Q2	$46K	Hold	2,500	–	–	0.01%	166
2017 Q1	$55K	Sell	2,500 -700	-22%	-$16.8K	0.01%	133
2016 Q4	$81K	Buy	+3,200	New	+$84.3K	0.02%	121

Other funds holding KIM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return