Moody National Bank Trust Division’s Kimco Realty KIM Stock Holding History

Moody National Bank Trust Division’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	-11,618	Closed	-$248K	–	478
2023 Q4	$248K	Sell	11,618 -5,763	-33%	-$109K	0.02%	432
2023 Q3	$306K	Hold	17,381	–	–	0.02%	499
2023 Q2	$343K	Hold	17,381	–	–	0.02%	476
2023 Q1	$339K	Hold	17,381	–	–	0.03%	477
2022 Q4	$368K	Hold	17,381	–	–	0.03%	434
2022 Q3	$320K	Hold	17,381	–	–	0.03%	443
2022 Q2	$343K	Sell	17,381 -23,437	-57%	-$538K	0.04%	368
2022 Q1	$1.01M	Sell	40,818 -5,780	-12%	-$140K	0.03%	213
2021 Q4	$1.15M	Sell	46,598 -8,000	-15%	-$185K	0.03%	205
2021 Q3	$1.13M	Sell	54,598 -180	-0.3%	-$3.85K	0.02%	275
2021 Q2	$1.14M	Sell	54,778 -315	-0.6%	-$6.53K	0.02%	276
2021 Q1	$1.03M	Hold	55,093	–	–	0.02%	278
2020 Q4	$827K	Hold	55,093	–	–	0.02%	273
2020 Q3	$621K	Hold	55,093	–	–	0.02%	273
2020 Q2	$707K	Buy	55,093 +1,336	+2%	+$14.9K	0.02%	262
2020 Q1	$520K	Hold	53,757	–	–	0.02%	261
2019 Q4	$1.11M	Hold	53,757	–	–	0.03%	233
2019 Q3	$1.12M	Hold	53,757	–	–	0.03%	230
2019 Q2	$994K	Hold	53,757	–	–	0.03%	231
2019 Q1	$995K	Buy	53,757 +282	+0.5%	+$4.84K	0.03%	236
2018 Q4	$784K	Hold	53,475	–	–	0.02%	239
2018 Q3	$895K	Buy	53,475 +39,675	+288%	+$666K	0.02%	239
2018 Q2	$235K	Hold	13,800	–	–	0.01%	245
2018 Q1	$199K	Hold	13,800	–	–	0.01%	249
2017 Q4	$250K	Hold	13,800	–	–	0.01%	237
2017 Q3	$270K	Sell	13,800 -2,000	-13%	-$39.2K	0.01%	231
2017 Q2	$290K	Hold	15,800	–	–	0.01%	243
2017 Q1	$349K	Hold	15,800	–	–	0.02%	220
2016 Q4	$397K	Hold	15,800	–	–	0.02%	190
2016 Q3	$458K	Hold	15,800	–	–	0.03%	170
2016 Q2	$495K	Hold	15,800	–	–	0.03%	156
2016 Q1	$455K	Hold	15,800	–	–	0.03%	158
2015 Q4	$418K	Hold	15,800	–	–	0.03%	165
2015 Q3	$386K	Hold	15,800	–	–	0.03%	171
2015 Q2	$356K	Hold	15,800	–	–	0.03%	187
2015 Q1	$425K	Hold	15,800	–	–	0.03%	170
2014 Q4	$397K	Hold	15,800	–	–	0.03%	204
2014 Q3	$346K	Hold	15,800	–	–	0.02%	207
2014 Q2	$363K	Hold	15,800	–	–	0.02%	211
2014 Q1	$346K	Hold	15,800	–	–	0.02%	203
2013 Q4	$312K	Hold	15,800	–	–	0.02%	212
2013 Q3	$319K	Hold	15,800	–	–	0.03%	195
2013 Q2	$339K	Buy	+15,800	New	+$362K	0.03%	180

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

Moody National Bank Trust Division's KIM Position: Q1 2024 in Review

Moody National Bank Trust Division sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 11,618 shares — an estimated $248K sold.

Moody National Bank Trust Division first reported a position in KIM in Q2 2013 and held it in 43 quarters. The position peaked at $1.15M in Q4 2021. 537 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

Moody National Bank Trust Division reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 11,618 Kimco Realty shares in Q1 2024, an estimated $248K.
Moody National Bank Trust Division first reported a position in Kimco Realty in Q2 2013 and held it in 43 quarters.
Moody National Bank Trust Division's Kimco Realty position peaked at $1.15M in Q4 2021.
537 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Moody National Bank Trust Division's 13F filing for Q1 2024, filed 4 Apr 2024.