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Valley National Advisers’s Kimco Realty KIM Stock Holding History

Valley National Advisers’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
-369
Closed -$7K – 957
2024
Q2 		$7K Buy
369
+55
+18% +$1.03K ﹤0.01% 696
2024
Q1 		$6K Sell
314
-242
-44% -$4.81K ﹤0.01% 748
2023
Q4 		$11K Buy
556
+110
+25% +$2.08K ﹤0.01% 639
2023
Q3 		$8K Buy
446
+130
+41% +$2.52K ﹤0.01% 641
2023
Q2 		$7K Hold
316
– – ﹤0.01% 659
2023
Q1 		$6K Hold
316
– – ﹤0.01% 665
2022
Q4 		$6K Hold
316
– – ﹤0.01% 647
2022
Q3 		$6K Hold
316
– – ﹤0.01% 652
2022
Q2 		$6K Hold
316
– – ﹤0.01% 645
2022
Q1 		$8K Hold
316
– – ﹤0.01% 631
2021
Q4 		$8K Hold
316
– – ﹤0.01% 631
2021
Q3 		$7K Buy
+316
New +$6.76K ﹤0.01% 625

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

Valley National Advisers's KIM Position: Q3 2024 in Review

Valley National Advisers sold out of Kimco Realty (KIM) in Q3 2024, closing a stake of 369 shares — an estimated $7K sold.

Valley National Advisers first reported a position in KIM in Q3 2021 and held it in 12 quarters. The position peaked at $11K in Q4 2023. 551 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

  • Valley National Advisers reported no remaining Kimco Realty position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 369 Kimco Realty shares in Q3 2024, an estimated $7K.
  • Valley National Advisers first reported a position in Kimco Realty in Q3 2021 and held it in 12 quarters.
  • Valley National Advisers's Kimco Realty position peaked at $11K in Q4 2023.
  • 551 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.