Caldwell Trust’s Kimco Realty KIM Stock Holding History

Caldwell Trust’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 Q1	$1.97M	Buy	87,640 +14,953	+21%	+$329K	0.18%	109
2025 Q4	$1.47M	Buy	72,687 +25,276	+53%	+$525K	0.13%	137
2025 Q3	$1.04M	Buy	47,411 +42,329	+833%	+$920K	0.1%	168
2025 Q2	$107K	Buy	5,082 +4,642	+1,055%	+$96.2K	0.01%	370
2025 Q1	$9.35K	Buy	+440	New	+$9.61K	﹤0.01%	641

Other funds holding KIM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Caldwell Trust's KIM Position: Q1 2026 in Review

Caldwell Trust increased its Kimco Realty (KIM) stake by 21% in Q1 2026, buying an estimated $329K and bringing the position to 87,640 shares worth $1.97M. The position accounts for 0.18% of the portfolio, ranked #109.

Caldwell Trust first reported a position in KIM in Q1 2025 and has held it in 5 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

Caldwell Trust held 87,640 shares of Kimco Realty worth $1.97M as of Q1 2026.
Caldwell Trust bought 14,953 Kimco Realty shares in Q1 2026, an estimated $329K.
Kimco Realty made up 0.18% of Caldwell Trust's portfolio in Q1 2026, its #109 holding.
Caldwell Trust first reported a position in Kimco Realty in Q1 2025 and has held it in 5 quarters since.
654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.