Kula Investments’s Kimco Realty KIM Stock Holding History

Kula Investments’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 Q1	–	Sell	-46,501	Closed	-$985K	–	735
2022 Q4	$985K	Buy	+46,501	New	+$977K	0.29%	51

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

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

Kula Investments's KIM Position: Q1 2023 in Review

Kula Investments sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 46,501 shares — an estimated $985K sold.

Kula Investments first reported a position in KIM in Q4 2022 and held it in 1 quarter. The position peaked at $985K in Q4 2022. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

Kula Investments reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 46,501 Kimco Realty shares in Q1 2023, an estimated $985K.
Kula Investments first reported a position in Kimco Realty in Q4 2022 and held it in 1 quarter.
Kula Investments's Kimco Realty position peaked at $985K in Q4 2022.
506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.