Horst & Graben Wealth Management’s Kimco Realty KIM Stock Holding History

Horst & Graben Wealth 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	-14,080	Closed	-$300K	–	148
2023 Q4	$300K	Hold	14,080	–	–	0.07%	104
2023 Q3	$248K	Hold	14,080	–	–	0.06%	113
2023 Q2	$278K	Hold	14,080	–	–	0.07%	105
2023 Q1	$275K	Hold	14,080	–	–	0.07%	104
2022 Q4	$298K	Hold	14,080	–	–	0.08%	104
2022 Q3	$259K	Hold	14,080	–	–	0.07%	107
2022 Q2	$278K	Hold	14,080	–	–	0.08%	111
2022 Q1	$348K	Hold	14,080	–	–	0.09%	100
2021 Q4	$347K	Hold	14,080	–	–	0.09%	98
2021 Q3	$292K	Buy	+14,080	New	+$301K	0.08%	106

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

Horst & Graben Wealth Management's KIM Position: Q1 2024 in Review

Horst & Graben Wealth Management sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 14,080 shares — an estimated $300K sold.

Horst & Graben Wealth Management first reported a position in KIM in Q3 2021 and held it in 10 quarters. The position peaked at $348K in Q1 2022. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

Horst & Graben Wealth Management reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
Horst & Graben Wealth Management sold 14,080 Kimco Realty shares in Q1 2024, an estimated $300K.
Horst & Graben Wealth Management first reported a position in Kimco Realty in Q3 2021 and held it in 10 quarters.
Horst & Graben Wealth Management's Kimco Realty position peaked at $348K in Q1 2022.
536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.