HGI Capital Management’s Kimco Realty KIM Stock Holding History

HGI Capital 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	-242,395	Closed	-$5.17M	–	46
2023 Q4	$5.17M	Buy	+242,395	New	+$4.57M	5.87%	4
2023 Q3	–	Sell	-564,042	Closed	-$11.1M	–	50
2023 Q2	$11.1M	Buy	564,042 +161,980	+40%	+$3.05M	5.35%	4
2023 Q1	$7.85M	Sell	402,062 -521,761	-56%	-$10.7M	5.19%	7
2022 Q4	$19.6M	Sell	923,823 -87,541	-9%	-$1.84M	5.59%	3
2022 Q3	$18.6M	Buy	1,011,364 +492,537	+95%	+$10.4M	5.94%	2
2022 Q2	$10.3M	Buy	+518,827	New	+$11.9M	4.28%	10
2021 Q2	–	Sell	-234,930	Closed	-$4.41M	–	78
2021 Q1	$4.41M	Sell	234,930 -51,837	-18%	-$915K	1.87%	19
2020 Q4	$4.3M	Buy	+286,767	New	+$3.79M	2.01%	21

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

AAMU

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

CIM

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

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

HGI Capital Management's KIM Position: Q1 2024 in Review

HGI Capital Management sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 242,395 shares — an estimated $5.17M sold.

HGI Capital Management first reported a position in KIM in Q4 2020 and held it in 8 quarters. The position peaked at $19.6M in Q4 2022. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

HGI Capital Management reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
HGI Capital Management sold 242,395 Kimco Realty shares in Q1 2024, an estimated $5.17M.
HGI Capital Management first reported a position in Kimco Realty in Q4 2020 and held it in 8 quarters.
HGI Capital Management's Kimco Realty position peaked at $19.6M in Q4 2022.
536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on HGI Capital Management's 13F filing for Q1 2024, filed 15 May 2024.