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Imprint Wealth’s Kimco Realty KIM Stock Holding History

Imprint Wealth’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 		$576K Hold
30,189
– – 0.14% 147
2023
Q4 		$643K Buy
30,189
+1,148
+4% +$21.7K 0.52% 59
2023
Q3 		$511K Buy
29,041
+385
+1% +$7.47K 0.43% 70
2023
Q2 		$565K Buy
28,656
+1,055
+4% +$19.9K 0.36% 77
2023
Q1 		$539K Buy
+27,601
New +$568K 0.35% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Imprint Wealth's KIM Position: Q1 2024 in Review

Imprint Wealth held its Kimco Realty (KIM) position steady in Q1 2024 at 30,189 shares worth $576K. The position accounts for 0.14% of the portfolio, ranked #147.

Imprint Wealth first reported a position in KIM in Q1 2023 and has held it in 5 quarters since. The position peaked at $643K in Q4 2023. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

  • Imprint Wealth held 30,189 shares of Kimco Realty worth $576K as of Q1 2024.
  • Imprint Wealth left its Kimco Realty share count unchanged in Q1 2024.
  • Kimco Realty made up 0.14% of Imprint Wealth's portfolio in Q1 2024, its #147 holding.
  • Imprint Wealth first reported a position in Kimco Realty in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Kimco Realty position peaked at $643K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.