Caldwell Sutter Capital’s Kimco Realty KIM Stock Holding History

Caldwell Sutter Capital’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
2026 Q2	$2.1K	Sell	83 -83	-50%	-$1.99K	﹤0.01%	796
2026 Q1	$3.73K	Hold	166	–	–	﹤0.01%	683
2025 Q4	$3.37K	Hold	166	–	–	﹤0.01%	686
2025 Q3	$3.63K	Hold	166	–	–	﹤0.01%	676
2025 Q2	$3.49K	Hold	166	–	–	﹤0.01%	658
2025 Q1	$3.53K	Hold	166	–	–	﹤0.01%	667
2024 Q4	$3.89K	Hold	166	–	–	﹤0.01%	668
2024 Q3	$3.85K	Hold	166	–	–	﹤0.01%	676
2024 Q2	$3.23K	Hold	166	–	–	﹤0.01%	695
2024 Q1	$3.25K	Hold	166	–	–	﹤0.01%	686
2023 Q4	$3.54K	Hold	166	–	–	﹤0.01%	672
2023 Q3	$2.92K	Hold	166	–	–	﹤0.01%	678
2023 Q2	$3.27K	Hold	166	–	–	﹤0.01%	672
2023 Q1	$3.24K	Hold	166	–	–	﹤0.01%	461
2022 Q4	$3.52K	Buy	+166	New	+$3.49K	﹤0.01%	292

Other funds holding KIM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

AAMU

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

Caldwell Sutter Capital's KIM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Kimco Realty (KIM) stake by 50% in Q2 2026, selling an estimated $1.99K and leaving 83 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Caldwell Sutter Capital first reported a position in KIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.89K in Q4 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Caldwell Sutter Capital held 83 shares of Kimco Realty worth $2.1K as of Q2 2026.
Caldwell Sutter Capital sold 83 Kimco Realty shares in Q2 2026, an estimated $1.99K.
Kimco Realty made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #796 holding.
Caldwell Sutter Capital first reported a position in Kimco Realty in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Kimco Realty position peaked at $3.89K in Q4 2024.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.