Meritage Group’s Kimco Realty KIM Stock Holding History

Meritage Group’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 Q2	–	Sell	-13,752	Closed	-$270K	–	67
2024 Q1	$270K	Buy	13,752 +983	+8%	+$19.6K	0.01%	45
2023 Q4	$272K	Sell	12,769 -873	-6%	-$16.5K	0.01%	35
2023 Q3	$240K	Sell	13,642 -650	-5%	-$12.6K	0.01%	39
2023 Q2	$282K	Sell	14,292 -1,005	-7%	-$18.9K	0.01%	28
2023 Q1	$299K	Buy	+15,297	New	+$315K	0.01%	19

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

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

Norges Bank Oslo, Norway $935B AUM

CIM

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

AAMU

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

Meritage Group's KIM Position: Q2 2024 in Review

Meritage Group sold out of Kimco Realty (KIM) in Q2 2024, closing a stake of 13,752 shares — an estimated $270K sold.

Meritage Group first reported a position in KIM in Q1 2023 and held it in 5 quarters. The position peaked at $299K in Q1 2023. 528 funds tracked by Wall St. Rank hold KIM as of Q2 2024.

Meritage Group reported no remaining Kimco Realty position as of Q2 2024 after selling out during the quarter.
Meritage Group sold 13,752 Kimco Realty shares in Q2 2024, an estimated $270K.
Meritage Group first reported a position in Kimco Realty in Q1 2023 and held it in 5 quarters.
Meritage Group's Kimco Realty position peaked at $299K in Q1 2023.
528 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.