CAL
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Capital Advisors Ltd’s Kimco Realty KIM Stock Holding History

Capital Advisors Ltd’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 		$15K Hold
572
– – ﹤0.01% 758
2026
Q1 		$13K Hold
572
– – ﹤0.01% 773
2025
Q4 		$12K Sell
572
-2
-0.3% -$42 ﹤0.01% 765
2025
Q3 		$13K Hold
574
– – ﹤0.01% 745
2025
Q2 		$12K Sell
574
-8
-1% -$166 ﹤0.01% 746
2025
Q1 		$12K Sell
582
-66
-10% -$1.44K ﹤0.01% 731
2024
Q4 		$15K Buy
648
+61
+10% +$1.48K ﹤0.01% 683
2024
Q3 		$14K Buy
587
+3
+0.5% +$66 ﹤0.01% 702
2024
Q2 		$11K Sell
584
-11
-2% -$206 ﹤0.01% 733
2024
Q1 		$12K Buy
595
+24
+4% +$477 ﹤0.01% 684
2023
Q4 		$12K Buy
571
+123
+27% +$2.32K ﹤0.01% 664
2023
Q3 		$8K Sell
448
-16
-3% -$311 ﹤0.01% 724
2023
Q2 		$9K Buy
464
+453
+4,118% +$8.54K ﹤0.01% 719
2023
Q1 		$0 Sell
11
-514
-98% -$10.6K ﹤0.01% 1388
2022
Q4 		$2K Buy
525
+499
+1,919% +$10.5K ﹤0.01% 866
2022
Q3 		$0 Sell
26
-23
-47% -$485 ﹤0.01% 1366
2022
Q2 		$1K Buy
49
+25
+104% +$574 ﹤0.01% 813
2022
Q1 		$1K Hold
24
– – ﹤0.01% 738
2021
Q4 		$1K Buy
+24
New +$555 ﹤0.01% 695
2020
Q4 		– Sell
-811
Closed -$9K – 453
2020
Q3 		$9K Hold
811
– – ﹤0.01% 384
2020
Q2 		$10K Buy
+811
New +$9.02K ﹤0.01% 372

Other funds holding KIM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd's KIM Position: Q2 2026 in Review

Capital Advisors Ltd held its Kimco Realty (KIM) position steady in Q2 2026 at 572 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Capital Advisors Ltd first reported a position in KIM in Q2 2020 and has held it in 21 quarters since. 84 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Capital Advisors Ltd held 572 shares of Kimco Realty worth $15K as of Q2 2026.
  • Capital Advisors Ltd left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #758 holding.
  • Capital Advisors Ltd first reported a position in Kimco Realty in Q2 2020 and has held it in 21 quarters since.
  • 84 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.