American Trust Investment Advisors’s Kimco Realty KIM Stock Holding History

American Trust Investment 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
2025 Q4	–	Sell	-186,007	Closed	-$4.06M	–	81
2025 Q3	$4.06M	Sell	186,007 -11,068	-6%	-$241K	2.1%	21
2025 Q2	$4.14M	Sell	197,075 -32,792	-14%	-$680K	2.09%	20
2025 Q1	$4.88M	Buy	229,867 +5,180	+2%	+$113K	2.04%	17
2024 Q4	$5.26M	Buy	224,687 +7,213	+3%	+$175K	2.16%	15
2024 Q3	$5.05M	Sell	217,474 -11,481	-5%	-$253K	2.07%	19
2024 Q2	$4.46M	Buy	228,955 +20,647	+10%	+$387K	2.16%	21
2024 Q1	$4.08M	Buy	208,308 +11,888	+6%	+$236K	1.95%	23
2023 Q4	$4.19M	Buy	196,420 +140,375	+250%	+$2.65M	2.18%	17
2023 Q3	$986K	Buy	56,045 +11,315	+25%	+$220K	0.54%	37
2023 Q2	$882K	Buy	+44,730	New	+$843K	0.49%	39

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

American Trust Investment Advisors's KIM Position: Q4 2025 in Review

American Trust Investment Advisors sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 186,007 shares — an estimated $4.06M sold.

American Trust Investment Advisors first reported a position in KIM in Q2 2023 and held it in 10 quarters. The position peaked at $5.26M in Q4 2024. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

American Trust Investment Advisors reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
American Trust Investment Advisors sold 186,007 Kimco Realty shares in Q4 2025, an estimated $4.06M.
American Trust Investment Advisors first reported a position in Kimco Realty in Q2 2023 and held it in 10 quarters.
American Trust Investment Advisors's Kimco Realty position peaked at $5.26M in Q4 2024.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on American Trust Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.