MOTCO’s Kimco Realty KIM Stock Holding History

MOTCO’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
2022 Q2	–	Sell	-102	Closed	-$3K	–	593
2022 Q1	$3K	Hold	102	–	–	﹤0.01%	558
2021 Q4	$3K	Hold	102	–	–	﹤0.01%	543
2021 Q3	$2K	Hold	102	–	–	﹤0.01%	582
2021 Q2	$2K	Buy	+102	New	+$2.12K	﹤0.01%	605
2021 Q1	–	Sell	-181	Closed	-$3K	–	695
2020 Q4	$3K	Hold	181	–	–	﹤0.01%	638
2020 Q3	$2K	Hold	181	–	–	﹤0.01%	594
2020 Q2	$2K	Hold	181	–	–	﹤0.01%	552
2020 Q1	$2K	Buy	+181	New	+$3.11K	﹤0.01%	549
2015 Q3	–	Sell	-800	Closed	-$18K	–	604
2015 Q2	$18K	Sell	800 -4,300	-84%	-$105K	﹤0.01%	378
2015 Q1	$137K	Sell	5,100 -1,610	-24%	-$43.2K	0.02%	209
2014 Q4	$169K	Sell	6,710 -2,962	-31%	-$72.5K	0.02%	202
2014 Q3	$212K	Hold	9,672	–	–	0.02%	192
2014 Q2	$222K	Hold	9,672	–	–	0.02%	181
2014 Q1	$212K	Buy	9,672 +200	+2%	+$4.26K	0.02%	182
2013 Q4	$187K	Hold	9,472	–	–	0.02%	188
2013 Q3	$191K	Buy	9,472 +150	+2%	+$3.2K	0.02%	192
2013 Q2	$200K	Buy	+9,322	New	+$213K	0.03%	195

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.72% 1-Year Est. Return

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