MF
KIM icon

MHI Funds’s Kimco Realty KIM Stock Holding History

MHI Funds’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
2020
Q1 		$1.02M Buy
105,717
+30,079
+40% +$517K 2.94% 16
2019
Q4 		$1.57M Sell
75,638
-5,396
-7% -$113K 1.99% 29
2019
Q3 		$1.69M Buy
+81,034
New +$1.54M 1.97% 30

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MHI Funds's KIM Position: Q1 2020 in Review

MHI Funds increased its Kimco Realty (KIM) stake by 40% in Q1 2020, buying an estimated $517K and bringing the position to 105,717 shares worth $1.02M. The position accounts for 2.94% of the portfolio, ranked #16.

MHI Funds first reported a position in KIM in Q3 2019 and has held it in 3 quarters since. The position peaked at $1.69M in Q3 2019. 421 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

  • MHI Funds held 105,717 shares of Kimco Realty worth $1.02M as of Q1 2020.
  • MHI Funds bought 30,079 Kimco Realty shares in Q1 2020, an estimated $517K.
  • Kimco Realty made up 2.94% of MHI Funds's portfolio in Q1 2020, its #16 holding.
  • MHI Funds first reported a position in Kimco Realty in Q3 2019 and has held it in 3 quarters since.
  • MHI Funds's Kimco Realty position peaked at $1.69M in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on MHI Funds's 13F filing for Q1 2020, filed 5 May 2020.