Tarbox Family Office’s Kimco Realty KIM Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-205	Closed	-$5K	–	576
2022 Q1	$5K	Buy	205 +193	+1,608%	+$4.66K	﹤0.01%	536
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1152
2021 Q3	$0	Hold	12	–	–	﹤0.01%	1169
2021 Q2	$0	Hold	12	–	–	﹤0.01%	1176
2021 Q1	$0	Hold	12	–	–	﹤0.01%	1163
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1168
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1180
2020 Q2	$0	Sell	12 -326	-96%	-$3.63K	﹤0.01%	1210
2020 Q1	$3K	Sell	338 -49	-13%	-$842	﹤0.01%	537
2019 Q4	$8K	Sell	387 -51	-12%	-$1.07K	﹤0.01%	416
2019 Q3	$9K	Buy	438 +300	+217%	+$5.71K	﹤0.01%	359
2019 Q2	$3K	Sell	138 -420	-75%	-$7.6K	﹤0.01%	616
2019 Q1	$10K	Buy	558 +6	+1%	+$103	﹤0.01%	309
2018 Q4	$8K	Buy	552 +6	+1%	+$94	﹤0.01%	319
2018 Q3	$9K	Buy	546 +408	+296%	+$6.85K	﹤0.01%	330
2018 Q2	$2K	Buy	138 +87	+171%	+$1.31K	﹤0.01%	509
2018 Q1	$1K	Sell	51 -2	-4%	-$31	﹤0.01%	583
2017 Q4	$1K	Hold	53	–	–	﹤0.01%	566
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	559
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	539
2017 Q1	$1K	Hold	53	–	–	﹤0.01%	542
2016 Q4	$1K	Hold	53	–	–	﹤0.01%	512
2016 Q3	$2K	Hold	53	–	–	﹤0.01%	437
2016 Q2	$2K	Hold	53	–	–	﹤0.01%	429
2016 Q1	$2K	Sell	53 -2	-4%	-$54	﹤0.01%	436
2015 Q4	$1K	Hold	55	–	–	﹤0.01%	480
2015 Q3	$1K	Hold	55	–	–	﹤0.01%	491
2015 Q2	$1K	Hold	55	–	–	﹤0.01%	464
2015 Q1	$1K	Sell	55 -3	-5%	-$81	﹤0.01%	478
2014 Q4	$1K	Hold	58	–	–	﹤0.01%	472
2014 Q3	$1K	Buy	+58	New	+$1.33K	﹤0.01%	471

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tarbox Family Office's KIM Position: Q2 2022 in Review

Tarbox Family Office sold out of Kimco Realty (KIM) in Q2 2022, closing a stake of 205 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in KIM in Q3 2014 and held it in 31 quarters. The position peaked at $10K in Q1 2019. 486 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

Tarbox Family Office reported no remaining Kimco Realty position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 205 Kimco Realty shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Kimco Realty in Q3 2014 and held it in 31 quarters.
Tarbox Family Office's Kimco Realty position peaked at $10K in Q1 2019.
486 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.