Surevest’s Kimco Realty KIM Stock Holding History

Surevest’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	$0	Hold	26	–	–	﹤0.01%	554
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	499
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	473
2021 Q4	$1K	Buy	+26	New	+$601	﹤0.01%	483

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

Surevest's KIM Position: Q3 2022 in Review

Surevest held its Kimco Realty (KIM) position steady in Q3 2022 at 26 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Surevest first reported a position in KIM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1K in Q2 2022. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

Surevest held 26 shares of Kimco Realty worth $0 as of Q3 2022.
Surevest left its Kimco Realty share count unchanged in Q3 2022.
Kimco Realty made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #554 holding.
Surevest first reported a position in Kimco Realty in Q4 2021 and has held it in 4 quarters since.
Surevest's Kimco Realty position peaked at $1K in Q2 2022.
482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

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