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Cetera Trust Company’s Kimco Realty KIM Stock Holding History

Cetera Trust Company’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 		$218K Hold
8,615
– – 0.11% 163
2026
Q1 		$194K Sell
8,615
-150
-2% -$3.31K 0.11% 168
2025
Q4 		$178K Sell
8,765
-1,700
-16% -$35.3K 0.1% 172
2025
Q3 		$229K Hold
10,465
– – 0.13% 153
2025
Q2 		$220K Buy
10,465
+290
+3% +$6.01K 0.13% 157
2025
Q1 		$216K Hold
10,175
– – 0.14% 153
2024
Q4 		$238K Sell
10,175
-125
-1% -$3.03K 0.15% 141
2024
Q3 		$239K Sell
10,300
-75
-0.7% -$1.66K 0.15% 148
2024
Q2 		$202K Hold
10,375
– – 0.13% 154
2024
Q1 		$203K Buy
10,375
+2,450
+31% +$48.7K 0.12% 162
2023
Q4 		$169K Buy
+7,925
New +$150K 0.11% 161

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
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

Cetera Trust Company's KIM Position: Q2 2026 in Review

Cetera Trust Company held its Kimco Realty (KIM) position steady in Q2 2026 at 8,615 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #163.

Cetera Trust Company first reported a position in KIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $239K in Q3 2024. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Cetera Trust Company held 8,615 shares of Kimco Realty worth $218K as of Q2 2026.
  • Cetera Trust Company left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up 0.11% of Cetera Trust Company's portfolio in Q2 2026, its #163 holding.
  • Cetera Trust Company first reported a position in Kimco Realty in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Kimco Realty position peaked at $239K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.