Kaizen Advisory’s Kimco Realty KIM Stock Holding History

Kaizen Advisory’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
2018 Q4	$17K	Buy	1,164 +195	+20%	+$3.06K	0.01%	529
2018 Q3	$16K	Hold	969	–	–	0.01%	543
2018 Q2	$16K	Buy	969 +586	+153%	+$8.85K	0.01%	560
2018 Q1	$6K	Hold	383	–	–	0.01%	550
2017 Q4	$7K	Buy	+383	New	+$7.17K	﹤0.01%	535

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Kaizen Advisory's KIM Position: Q4 2018 in Review

Kaizen Advisory increased its Kimco Realty (KIM) stake by 20% in Q4 2018, buying an estimated $3.06K and bringing the position to 1,164 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #529.

Kaizen Advisory first reported a position in KIM in Q4 2017 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold KIM as of Q4 2018.

Kaizen Advisory held 1,164 shares of Kimco Realty worth $17K as of Q4 2018.
Kaizen Advisory bought 195 Kimco Realty shares in Q4 2018, an estimated $3.06K.
Kimco Realty made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #529 holding.
Kaizen Advisory first reported a position in Kimco Realty in Q4 2017 and has held it in 5 quarters since.
433 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.