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Stephens Inc’s Kimco Realty KIM Stock Holding History

Stephens Inc’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
2026
Q1 		$201K Buy
+8,931
New +$197K ﹤0.01% 1210
2022
Q2 		– Sell
-9,214
Closed -$228K – 1285
2022
Q1 		$228K Sell
9,214
-8,961
-49% -$216K ﹤0.01% 1123
2021
Q4 		$448K Sell
18,175
-12,168
-40% -$281K 0.01% 887
2021
Q3 		$630K Buy
30,343
+8,542
+39% +$183K 0.01% 785
2021
Q2 		$455K Sell
21,801
-244
-1% -$5.06K 0.01% 915
2021
Q1 		$413K Sell
22,045
-3,326
-13% -$58.7K 0.01% 899
2020
Q4 		$381K Buy
25,371
+7,432
+41% +$98.3K 0.01% 854
2020
Q3 		$202K Sell
17,939
-39
-0.2% -$460 ﹤0.01% 1021
2020
Q2 		$231K Sell
17,978
-101,905
-85% -$1.13M 0.01% 923
2020
Q1 		$1.16M Buy
119,883
+60,088
+100% +$1.03M 0.03% 438
2019
Q4 		$1.24M Sell
59,795
-1,341
-2% -$28.1K 0.03% 511
2019
Q3 		$1.28M Buy
61,136
+45,984
+303% +$875K 0.03% 495
2019
Q2 		$280K Sell
15,152
-79,124
-84% -$1.43M 0.01% 947
2019
Q1 		$1.74M Sell
94,276
-54
-0.1% -$927 0.04% 430
2018
Q4 		$1.38M Sell
94,330
-6,687
-7% -$105K 0.04% 438
2018
Q3 		$1.69M Sell
101,017
-3,305
-3% -$55.5K 0.04% 437
2018
Q2 		$1.77M Buy
104,322
+66,178
+173% +$999K 0.05% 355
2018
Q1 		$549K Buy
+38,144
New +$587K 0.02% 485

Other funds holding KIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $653B AUM 32.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return