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Heartland Bank & Trust’s Kimco Realty KIM Stock Holding History

Heartland Bank & Trust’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
2022
Q4 		– Sell
-15,763
Closed -$290K – 142
2022
Q3 		$290K Buy
15,763
+47
+0.3% +$991 0.28% 107
2022
Q2 		$311K Sell
15,716
-252
-2% -$5.79K 0.28% 110
2022
Q1 		$394K Buy
+15,968
New +$385K 0.3% 109

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Bank & Trust's KIM Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Kimco Realty (KIM) in Q4 2022, closing a stake of 15,763 shares — an estimated $290K sold.

Heartland Bank & Trust first reported a position in KIM in Q1 2022 and held it in 3 quarters. The position peaked at $394K in Q1 2022. 517 funds tracked by Wall St. Rank hold KIM as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Kimco Realty position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 15,763 Kimco Realty shares in Q4 2022, an estimated $290K.
  • Heartland Bank & Trust first reported a position in Kimco Realty in Q1 2022 and held it in 3 quarters.
  • Heartland Bank & Trust's Kimco Realty position peaked at $394K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.