LWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return