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Tyler-Stone Wealth Management’s Kimco Realty KIM Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-770
Closed -$15K – 653
2024
Q2 		$15K Hold
770
– – 0.01% 582
2024
Q1 		$15.1K Hold
770
– – 0.01% 577
2023
Q4 		$16.4K Hold
770
– – 0.01% 544
2023
Q3 		$14K Hold
770
– – 0.01% 543
2023
Q2 		$15K Buy
+770
New +$14.5K 0.01% 531
2022
Q4 		$16K Hold
770
– – 0.01% 477
2022
Q3 		$14K Hold
770
– – 0.01% 489
2022
Q2 		$15K Hold
770
– – 0.01% 493
2022
Q1 		$19K Hold
770
– – 0.01% 481
2021
Q4 		$19K Buy
+770
New +$17.8K 0.01% 495

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Tyler-Stone Wealth Management's KIM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Kimco Realty (KIM) in Q3 2024, closing a stake of 770 shares — an estimated $15K sold.

Tyler-Stone Wealth Management first reported a position in KIM in Q4 2021 and held it in 10 quarters. The position peaked at $19K in Q1 2022. 551 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Kimco Realty position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 770 Kimco Realty shares in Q3 2024, an estimated $15K.
  • Tyler-Stone Wealth Management first reported a position in Kimco Realty in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Kimco Realty position peaked at $19K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.