Independent Advisor Alliance’s Kimco Realty KIM Stock Holding History

Independent Advisor Alliance’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
2023 Q2	–	Sell	-26,637	Closed	-$520K	–	689
2023 Q1	$520K	Sell	26,637 -2,032	-7%	-$41.8K	0.03%	421
2022 Q4	$607	Buy	28,669 +428	+2%	+$9K	﹤0.01%	334
2022 Q3	$520K	Buy	28,241 +6	+0%	+$127	0.03%	361
2022 Q2	$558K	Sell	28,235 -361	-1%	-$8.29K	0.03%	351
2022 Q1	$706K	Buy	28,596 +561	+2%	+$13.5K	0.03%	329
2021 Q4	$691K	Buy	28,035 +1,963	+8%	+$45.4K	0.03%	328
2021 Q3	$541K	Buy	+26,072	New	+$557K	0.03%	359
2019 Q2	–	Sell	-22,003	Closed	-$407K	–	453
2019 Q1	$407K	Sell	22,003 -398	-2%	-$6.83K	0.06%	258
2018 Q4	$328K	Buy	22,401 +1,330	+6%	+$20.9K	0.06%	276
2018 Q3	$344K	Buy	+21,071	New	+$354K	0.06%	242

Other funds holding KIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Independent Advisor Alliance's KIM Position: Q2 2023 in Review

Independent Advisor Alliance sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 26,637 shares — an estimated $520K sold.

Independent Advisor Alliance first reported a position in KIM in Q3 2018 and held it in 10 quarters. The position peaked at $706K in Q1 2022. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

Independent Advisor Alliance reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
Independent Advisor Alliance sold 26,637 Kimco Realty shares in Q2 2023, an estimated $520K.
Independent Advisor Alliance first reported a position in Kimco Realty in Q3 2018 and held it in 10 quarters.
Independent Advisor Alliance's Kimco Realty position peaked at $706K in Q1 2022.
496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on Independent Advisor Alliance's 13F filing for Q2 2023, filed 28 Jul 2023.