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Wipfli Financial Advisors’s Kimco Realty KIM Stock Holding History

Wipfli Financial 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
2022
Q3 		$116K Buy
+6,279
New +$132K 0.01% 663

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wipfli Financial Advisors's KIM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Kimco Realty (KIM) in Q3 2022: 6,279 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings.

482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

  • Wipfli Financial Advisors held 6,279 shares of Kimco Realty worth $116K as of Q3 2022.
  • Kimco Realty was a new Wipfli Financial Advisors position in Q3 2022.
  • Kimco Realty made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #663 holding.
  • 482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.