K2 Principal Fund’s Kimco Realty KIM Stock Holding History

K2 Principal Fund’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 Q4	–	Sell	-15,123	Closed	-$266K	–	254
2023 Q3	$266K	Buy	+15,123	New	+$294K	0.06%	129

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

K2 Principal Fund's KIM Position: Q4 2023 in Review

K2 Principal Fund sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 15,123 shares — an estimated $266K sold.

K2 Principal Fund first reported a position in KIM in Q3 2023 and held it in 1 quarter. The position peaked at $266K in Q3 2023. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

K2 Principal Fund reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
K2 Principal Fund sold 15,123 Kimco Realty shares in Q4 2023, an estimated $266K.
K2 Principal Fund first reported a position in Kimco Realty in Q3 2023 and held it in 1 quarter.
K2 Principal Fund's Kimco Realty position peaked at $266K in Q3 2023.
520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on K2 Principal Fund's 13F filing for Q4 2023, filed 14 Feb 2024.