USCWA
KIM icon

U.S. Capital Wealth Advisors’s Kimco Realty KIM Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-2,097
Closed -$44.4K – 1109
2022
Q4 		$44.4K Buy
+2,097
New +$44.1K ﹤0.01% 914

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's KIM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Kimco Realty (KIM) in Q1 2023, closing a stake of 2,097 shares — an estimated $44.4K sold.

U.S. Capital Wealth Advisors first reported a position in KIM in Q4 2022 and held it in 1 quarter. The position peaked at $44.4K in Q4 2022. 506 funds tracked by Wall St. Rank hold KIM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Kimco Realty position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,097 Kimco Realty shares in Q1 2023, an estimated $44.4K.
  • U.S. Capital Wealth Advisors first reported a position in Kimco Realty in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Kimco Realty position peaked at $44.4K in Q4 2022.
  • 506 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.