ST
KIM icon

Semper Trust’s Kimco Realty KIM Stock Holding History

Semper Trust’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
2015
Q2 		$752K Sell
33,350
-500
-1% -$12.2K 0.35% 102
2015
Q1 		$909K Hold
33,850
– – 0.39% 96
2014
Q4 		$851K Buy
33,850
+9,400
+38% +$230K 0.34% 95
2014
Q3 		$536K Sell
24,450
-8,200
-25% -$188K 0.26% 102
2014
Q2 		$750K Sell
32,650
-1,500
-4% -$34.1K 0.29% 98
2014
Q1 		$747K Sell
34,150
-450
-1% -$9.58K 0.3% 98
2013
Q4 		$683K Sell
34,600
-9,170
-21% -$190K 0.28% 102
2013
Q3 		$883K Sell
43,770
-40,040
-48% -$854K 0.4% 88
2013
Q2 		$1.8M Buy
+83,810
New +$1.92M 1.04% 35

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BIT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return