Pathstone Family Office’s Kimco Realty KIM Stock Holding History

Pathstone Family Office’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 Q3	$865K	Buy	49,154 +22,564	+85%	+$438K	0.01%	783
2023 Q2	$524K	Buy	26,590 +3,631	+16%	+$68.4K	0.01%	730
2023 Q1	$454K	Sell	22,959 -47,201	-67%	-$971K	0.01%	737
2022 Q4	$1.28M	Buy	70,160 +13,135	+23%	+$276K	0.01%	682
2022 Q3	$1.05M	Buy	57,025 +40,675	+249%	+$858K	0.01%	704
2022 Q2	$323K	Buy	16,350 +2,535	+18%	+$58.2K	0.01%	762
2022 Q1	$532K	Sell	13,815 -61	-0.4%	-$1.47K	0.01%	526
2021 Q4	$342K	Buy	+13,876	New	+$321K	0.01%	669
2020 Q2	–	Sell	-917	Closed	-$9K	–	851
2020 Q1	$9K	Buy	+917	New	+$15.8K	﹤0.01%	546
2019 Q4	–	Sell	-650	Closed	-$13K	–	541
2019 Q3	$13K	Buy	+650	New	+$12.4K	﹤0.01%	450

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathstone Family Office's KIM Position: Q3 2023 in Review

Pathstone Family Office increased its Kimco Realty (KIM) stake by 85% in Q3 2023, buying an estimated $438K and bringing the position to 49,154 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #783.

Pathstone Family Office first reported a position in KIM in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2022. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

Pathstone Family Office held 49,154 shares of Kimco Realty worth $865K as of Q3 2023.
Pathstone Family Office bought 22,564 Kimco Realty shares in Q3 2023, an estimated $438K.
Kimco Realty made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #783 holding.
Pathstone Family Office first reported a position in Kimco Realty in Q3 2019 and has held it in 10 quarters since.
Pathstone Family Office's Kimco Realty position peaked at $1.28M in Q4 2022.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.