Pinnacle Associates’s Kimco Realty KIM Stock Holding History

Pinnacle Associates’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	-9,589	Closed	-$203K	–	789
2022 Q4	$203K	Buy	+9,589	New	+$202K	﹤0.01%	711
2022 Q2	–	Sell	-9,938	Closed	-$245K	–	770
2022 Q1	$245K	Sell	9,938 -350	-3%	-$8.45K	﹤0.01%	714
2021 Q4	$254K	Hold	10,288	–	–	﹤0.01%	704
2021 Q3	$213K	Buy	+10,288	New	+$220K	﹤0.01%	717

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Pinnacle Associates's KIM Position: Q1 2023 in Review

Pinnacle Associates sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 9,589 shares — an estimated $203K sold.

Pinnacle Associates first reported a position in KIM in Q3 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2021. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

Pinnacle Associates reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
Pinnacle Associates sold 9,589 Kimco Realty shares in Q1 2023, an estimated $203K.
Pinnacle Associates first reported a position in Kimco Realty in Q3 2021 and held it in 4 quarters.
Pinnacle Associates's Kimco Realty position peaked at $254K in Q4 2021.
506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on Pinnacle Associates's 13F filing for Q1 2023, filed 5 May 2023.