Liberty Wealth Management’s Kimco Realty KIM Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-1,200	Closed	-$25K	–	675
2021 Q3	$25K	Hold	1,200	–	–	0.01%	593
2021 Q2	$25K	Hold	1,200	–	–	0.01%	464
2021 Q1	$19K	Hold	1,200	–	–	0.01%	471
2020 Q4	$19K	Hold	1,200	–	–	0.01%	468
2020 Q3	$14K	Sell	1,200 -121	-9%	-$1.43K	0.01%	463
2020 Q2	$17K	Hold	1,321	–	–	0.01%	405
2020 Q1	$13K	Hold	1,321	–	–	0.01%	424
2019 Q4	$27K	Buy	1,321 +71	+6%	+$1.49K	0.02%	361
2019 Q3	$26K	Sell	1,250 -117	-9%	-$2.23K	0.02%	350
2019 Q2	$25K	Buy	1,367 +117	+9%	+$2.12K	0.02%	369
2019 Q1	$23K	Sell	1,250 -800	-39%	-$13.7K	0.02%	326
2018 Q4	$30K	Buy	+2,050	New	+$32.2K	0.02%	266

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Liberty Wealth Management's KIM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Kimco Realty (KIM) in Q4 2021, closing a stake of 1,200 shares — an estimated $25K sold.

Liberty Wealth Management first reported a position in KIM in Q4 2018 and held it in 12 quarters. The position peaked at $30K in Q4 2018. 476 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

Liberty Wealth Management reported no remaining Kimco Realty position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,200 Kimco Realty shares in Q4 2021, an estimated $25K.
Liberty Wealth Management first reported a position in Kimco Realty in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Kimco Realty position peaked at $30K in Q4 2018.
476 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.