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Regent Peak Wealth Advisors’s Kimco Realty KIM Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-414
Closed -$6K – 588
2020
Q4 		$6K Buy
+414
New +$5.48K ﹤0.01% 634

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's KIM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2021, closing a stake of 414 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in KIM in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 397 funds tracked by Wall St. Rank hold KIM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kimco Realty position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 414 Kimco Realty shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Kimco Realty in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kimco Realty position peaked at $6K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.