Capital Advisors Ltd
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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
Q3 		$14K Buy
624
+52
+9% +$1.26K ﹤0.01% 795
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Capital Advisors Ltd's KIM Position: Q3 2026 in Review

Capital Advisors Ltd increased its Kimco Realty (KIM) stake by 9.1% in Q3 2026, buying an estimated $1.26K and bringing the position to 624 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Capital Advisors Ltd first reported a position in KIM in Q2 2020 and has held it in 22 quarters since. The position peaked at $15K in Q2 2026. 335 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Capital Advisors Ltd held 624 shares of Kimco Realty worth $14K as of Q3 2026.
  • Capital Advisors Ltd bought 52 Kimco Realty shares in Q3 2026, an estimated $1.26K.
  • Kimco Realty made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #795 holding.
  • Capital Advisors Ltd first reported a position in Kimco Realty in Q2 2020 and has held it in 22 quarters since.
  • Capital Advisors Ltd's Kimco Realty position peaked at $15K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.