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 Q2	$2.38M	Buy	93,977 +6,337	+7%	+$152K	0.19%	104
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 $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 Trust's KIM Position: Q2 2026 in Review

Caldwell Trust increased its Kimco Realty (KIM) stake by 7.2% in Q2 2026, buying an estimated $152K and bringing the position to 93,977 shares worth $2.38M. The position accounts for 0.19% of the portfolio, ranked #104.

Caldwell Trust first reported a position in KIM in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Caldwell Trust held 93,977 shares of Kimco Realty worth $2.38M as of Q2 2026.
Caldwell Trust bought 6,337 Kimco Realty shares in Q2 2026, an estimated $152K.
Kimco Realty made up 0.19% of Caldwell Trust's portfolio in Q2 2026, its #104 holding.
Caldwell Trust first reported a position in Kimco Realty in Q1 2025 and has held it in 6 quarters since.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.