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SteelPeak Wealth’s Kimco Realty KIM Stock Holding History

SteelPeak Wealth’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 		– Sell
-33,440
Closed -$656K – 569
2024
Q1 		$656K Buy
+33,440
New +$665K 0.03% 266
2020
Q2 		– Sell
-32,883
Closed -$318K – 292
2020
Q1 		$318K Sell
32,883
-7,209
-18% -$124K 0.05% 170
2019
Q4 		$830K Buy
+40,092
New +$841K 0.11% 149

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

SteelPeak Wealth's KIM Position: Q2 2024 in Review

SteelPeak Wealth sold out of Kimco Realty (KIM) in Q2 2024, closing a stake of 33,440 shares — an estimated $656K sold.

SteelPeak Wealth first reported a position in KIM in Q4 2019 and held it in 3 quarters. The position peaked at $830K in Q4 2019. 528 funds tracked by Wall St. Rank hold KIM as of Q2 2024.

  • SteelPeak Wealth reported no remaining Kimco Realty position as of Q2 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 33,440 Kimco Realty shares in Q2 2024, an estimated $656K.
  • SteelPeak Wealth first reported a position in Kimco Realty in Q4 2019 and held it in 3 quarters.
  • SteelPeak Wealth's Kimco Realty position peaked at $830K in Q4 2019.
  • 528 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.