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Realta Investment Advisors’s Kimco Realty KIM Stock Holding History

Realta Investment 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
2024
Q4 		– Sell
-17,365
Closed -$407K – 377
2024
Q3 		$407K Buy
+17,365
New +$383K 0.19% 120
2020
Q1 		– Sell
-240
Closed -$5K – 897
2019
Q4 		$5K Buy
240
+2
+0.8% +$42 ﹤0.01% 1337
2019
Q3 		$5K Sell
238
-18
-7% -$343 ﹤0.01% 1320
2019
Q2 		$4K Buy
+256
New +$4.63K ﹤0.01% 1432

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's KIM Position: Q4 2024 in Review

Realta Investment Advisors sold out of Kimco Realty (KIM) in Q4 2024, closing a stake of 17,365 shares — an estimated $407K sold.

Realta Investment Advisors first reported a position in KIM in Q2 2019 and held it in 4 quarters. The position peaked at $407K in Q3 2024. 597 funds tracked by Wall St. Rank hold KIM as of Q4 2024.

  • Realta Investment Advisors reported no remaining Kimco Realty position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 17,365 Kimco Realty shares in Q4 2024, an estimated $407K.
  • Realta Investment Advisors first reported a position in Kimco Realty in Q2 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Kimco Realty position peaked at $407K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.