Number of Shares
124,770.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
0.74%
Total Estimate Gain
$630,756.00
% of Total Estimate Gain
3.26%

Virtus Duff & Phelps Real Estate Securities Fund's Kimco Realty Corp Holding Summary

As of 2025-03-31, VIRTUS OPPORTUNITIES TRUST held 124,770.00 shares of Kimco Realty Corp(KIM), totaling $2.65 Mil. This investment constitutes 0.74% of their stock portfolio, and VIRTUS OPPORTUNITIES TRUST now holds 0.02% of the outstanding Kimco Realty Corp(KIM) stock.

The initial trade took place in 2021Q3. And since then Virtus Duff & Phelps Real Estate Securities Fund has made 4 purchases of KIM, at an average price of $20.91, for a total of 924,620.00 shares. In addition, there have been 8 sales at an average price of $21.69 for 799,850.00 shares. Based on historical transaction data and KIM's current price of $20.93, Virtus Duff & Phelps Real Estate Securities Fund's estimated gain on his KIM holdings is $630,756.00, reflecting a 3.26% gain to date.

Virtus Duff & Phelps Real Estate Securities Fund KIM ($20.93) Holding Chart

Virtus Duff & Phelps Real Estate Securities Fund KIM ($20.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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