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Washington Trust Advisors’s Kimco Realty KIM Stock Holding History

Washington Trust 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
Q2 		– Sell
-158
Closed -$3.09K – 722
2023
Q1 		$3.09K Buy
158
+19
+14% +$391 ﹤0.01% 685
2022
Q4 		$2.94K Hold
139
– – ﹤0.01% 688
2022
Q3 		$3K Hold
139
– – ﹤0.01% 802
2022
Q2 		$3K Hold
139
– – ﹤0.01% 828
2022
Q1 		$3K Sell
139
-492
-78% -$11.9K ﹤0.01% 900
2021
Q4 		$16K Buy
+631
New +$14.6K ﹤0.01% 661

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Washington Trust Advisors's KIM Position: Q2 2023 in Review

Washington Trust Advisors sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 158 shares — an estimated $3.09K sold.

Washington Trust Advisors first reported a position in KIM in Q4 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

  • Washington Trust Advisors reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 158 Kimco Realty shares in Q2 2023, an estimated $3.09K.
  • Washington Trust Advisors first reported a position in Kimco Realty in Q4 2021 and held it in 6 quarters.
  • Washington Trust Advisors's Kimco Realty position peaked at $16K in Q4 2021.
  • 496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.