TCWP’s Kimco Realty KIM Stock Holding History

TCWP’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
2023 Q4	–	Sell	-13,861	Closed	-$244K	–	81
2023 Q3	$244K	Hold	13,861	–	–	0.19%	92
2023 Q2	$273K	Hold	13,861	–	–	0.06%	151
2023 Q1	$271K	Sell	13,861 -169	-1%	-$3.48K	0.05%	207
2022 Q4	$297K	Sell	14,030 -183	-1%	-$3.85K	0.06%	209
2022 Q3	$261K	Buy	+14,213	New	+$300K	0.06%	220
2022 Q2	–	Sell	-599	Closed	-$14K	–	1048
2022 Q1	$14K	Buy	+599	New	+$14.5K	﹤0.01%	791

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TCWP's KIM Position: Q4 2023 in Review

TCWP sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 13,861 shares — an estimated $244K sold.

TCWP first reported a position in KIM in Q1 2022 and held it in 6 quarters. The position peaked at $297K in Q4 2022. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

TCWP reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
TCWP sold 13,861 Kimco Realty shares in Q4 2023, an estimated $244K.
TCWP first reported a position in Kimco Realty in Q1 2022 and held it in 6 quarters.
TCWP's Kimco Realty position peaked at $297K in Q4 2022.
520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.