RegentAtlantic Capital’s Kimco Realty KIM Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$442K	Buy	23,992 +256	+1%	+$5.4K	0.01%	472
2022 Q2	$469K	Buy	23,736 +139	+0.6%	+$3.19K	0.02%	451
2022 Q1	$583K	Buy	23,597 +164	+0.7%	+$3.96K	0.02%	425
2021 Q4	$578K	Buy	23,433 +381	+2%	+$8.81K	0.02%	421
2021 Q3	$478K	Buy	23,052 +162	+0.7%	+$3.46K	0.01%	446
2021 Q2	$477K	Buy	22,890 +80	+0.4%	+$1.66K	0.01%	440
2021 Q1	$428K	Buy	22,810 +88	+0.4%	+$1.55K	0.01%	409
2020 Q4	$341K	Buy	22,722 +230	+1%	+$3.04K	0.01%	405
2020 Q3	$253K	Buy	+22,492	New	+$266K	0.01%	432
2015 Q1	–	Sell	-20	Closed	-$471	–	649
2014 Q4	$471	Buy	+20	New	+$489	﹤0.01%	1207

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

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

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

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

RegentAtlantic Capital's KIM Position: Q3 2022 in Review

RegentAtlantic Capital increased its Kimco Realty (KIM) stake by 1.1% in Q3 2022, buying an estimated $5.4K and bringing the position to 23,992 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #472.

RegentAtlantic Capital first reported a position in KIM in Q4 2014 and has held it in 10 quarters since. The position peaked at $583K in Q1 2022. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

RegentAtlantic Capital held 23,992 shares of Kimco Realty worth $442K as of Q3 2022.
RegentAtlantic Capital bought 256 Kimco Realty shares in Q3 2022, an estimated $5.4K.
Kimco Realty made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #472 holding.
RegentAtlantic Capital first reported a position in Kimco Realty in Q4 2014 and has held it in 10 quarters since.
RegentAtlantic Capital's Kimco Realty position peaked at $583K in Q1 2022.
482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.