Kore Private Wealth’s Kimco Realty KIM Stock Holding History

Kore Private 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
2022 Q3	$409K	Hold	22,226	–	–	0.07%	151
2022 Q2	$439K	Hold	22,226	–	–	0.07%	176
2022 Q1	$549K	Buy	22,226 +226	+1%	+$5.46K	0.07%	165
2021 Q4	$542K	Sell	22,000 -24	-0.1%	-$555	0.07%	162
2021 Q3	$457K	Sell	22,024 -92	-0.4%	-$1.97K	0.05%	256
2021 Q2	$461K	Buy	22,116 +45	+0.2%	+$933	0.05%	234
2021 Q1	$414K	Buy	22,071 +71	+0.3%	+$1.25K	0.06%	212
2020 Q4	$330K	Buy	22,000 +10,000	+83%	+$132K	0.05%	213
2020 Q3	$135K	Buy	12,000 +5,000	+71%	+$59K	0.03%	256
2020 Q2	$89K	Buy	+7,000	New	+$77.9K	0.02%	353

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Kore Private Wealth's KIM Position: Q3 2022 in Review

Kore Private Wealth held its Kimco Realty (KIM) position steady in Q3 2022 at 22,226 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #151.

Kore Private Wealth first reported a position in KIM in Q2 2020 and has held it in 10 quarters since. The position peaked at $549K in Q1 2022. 483 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

Kore Private Wealth held 22,226 shares of Kimco Realty worth $409K as of Q3 2022.
Kore Private Wealth left its Kimco Realty share count unchanged in Q3 2022.
Kimco Realty made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #151 holding.
Kore Private Wealth first reported a position in Kimco Realty in Q2 2020 and has held it in 10 quarters since.
Kore Private Wealth's Kimco Realty position peaked at $549K in Q1 2022.
483 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.