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One Wealth Advisors’s Kimco Realty KIM Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-1,649
Closed -$34.9K – 417
2022
Q4 		$34.9K Buy
+1,649
New +$34.7K 0.01% 461
2022
Q2 		– Sell
-8,088
Closed -$200K – 203
2022
Q1 		$200K Buy
+8,088
New +$195K 0.05% 195

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's KIM Position: Q1 2023 in Review

One Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 1,649 shares — an estimated $34.9K sold.

One Wealth Advisors first reported a position in KIM in Q1 2022 and held it in 2 quarters. The position peaked at $200K in Q1 2022. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

  • One Wealth Advisors reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,649 Kimco Realty shares in Q1 2023, an estimated $34.9K.
  • One Wealth Advisors first reported a position in Kimco Realty in Q1 2022 and held it in 2 quarters.
  • One Wealth Advisors's Kimco Realty position peaked at $200K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.