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Private Wealth Strategies’s Kimco Realty KIM Stock Holding History

Private Wealth Strategies’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
Q2 		$234K Buy
12,009
+151
+1% +$2.83K 0.05% 70
2024
Q1 		$233K Buy
11,858
+143
+1% +$2.84K 0.05% 61
2023
Q4 		$250K Buy
11,715
+127
+1% +$2.4K 0.06% 63
2023
Q3 		$204K Buy
11,588
+146
+1% +$2.83K 0.05% 63
2023
Q2 		$226K Buy
11,442
+139
+1% +$2.62K 0.05% 65
2023
Q1 		$221K Buy
11,303
+144
+1% +$2.96K 0.06% 67
2022
Q4 		$236K Buy
+11,159
New +$235K 0.06% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Private Wealth Strategies's KIM Position: Q2 2024 in Review

Private Wealth Strategies increased its Kimco Realty (KIM) stake by 1.3% in Q2 2024, buying an estimated $2.83K and bringing the position to 12,009 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #70.

Private Wealth Strategies first reported a position in KIM in Q4 2022 and has held it in 7 quarters since. The position peaked at $250K in Q4 2023. 528 funds tracked by Wall St. Rank hold KIM as of Q2 2024.

  • Private Wealth Strategies held 12,009 shares of Kimco Realty worth $234K as of Q2 2024.
  • Private Wealth Strategies bought 151 Kimco Realty shares in Q2 2024, an estimated $2.83K.
  • Kimco Realty made up 0.05% of Private Wealth Strategies's portfolio in Q2 2024, its #70 holding.
  • Private Wealth Strategies first reported a position in Kimco Realty in Q4 2022 and has held it in 7 quarters since.
  • Private Wealth Strategies's Kimco Realty position peaked at $250K in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.