LM Advisors’s Kimco Realty KIM Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-670	Closed	-$14.3K	–	484
2023 Q4	$14.3K	Buy	+670	New	+$12.6K	﹤0.01%	491

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LM Advisors's KIM Position: Q1 2024 in Review

LM Advisors sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 670 shares — an estimated $14.3K sold.

LM Advisors first reported a position in KIM in Q4 2023 and held it in 1 quarter. The position peaked at $14.3K in Q4 2023. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

LM Advisors reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 670 Kimco Realty shares in Q1 2024, an estimated $14.3K.
LM Advisors first reported a position in Kimco Realty in Q4 2023 and held it in 1 quarter.
LM Advisors's Kimco Realty position peaked at $14.3K in Q4 2023.
536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.