Institutional & Family Asset Management’s Kimco Realty KIM Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-301	Closed	-$7K	–	807
2021 Q4	$7K	Hold	301	–	–	﹤0.01%	501
2021 Q3	$6K	Hold	301	–	–	﹤0.01%	630
2021 Q2	$6K	Hold	301	–	–	﹤0.01%	679
2021 Q1	$6K	Hold	301	–	–	﹤0.01%	657
2020 Q4	$5K	Buy	+301	New	+$3.98K	﹤0.01%	644
2020 Q2	–	Sell	-5,423	Closed	-$52K	–	876
2020 Q1	$52K	Buy	5,423 +3,094	+133%	+$53.1K	0.01%	270
2019 Q4	$48K	Sell	2,329 -121	-5%	-$2.54K	0.01%	316
2019 Q3	$51K	Buy	+2,450	New	+$46.6K	0.01%	290

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

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

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

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

Institutional & Family Asset Management's KIM Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 301 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in KIM in Q3 2019 and held it in 8 quarters. The position peaked at $52K in Q1 2020. 489 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

Institutional & Family Asset Management reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 301 Kimco Realty shares in Q1 2022, an estimated $7K.
Institutional & Family Asset Management first reported a position in Kimco Realty in Q3 2019 and held it in 8 quarters.
Institutional & Family Asset Management's Kimco Realty position peaked at $52K in Q1 2020.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.