Chevy Chase Trust
KIM icon

Chevy Chase Trust’s Kimco Realty KIM Stock Holding History

Chevy Chase 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 		$7.46M Sell
332,087
-11,277
-3% -$248K 0.02% 457
2025
Q4 		$6.96M Sell
343,364
-2,245
-0.6% -$46.6K 0.02% 474
2025
Q3 		$7.55M Sell
345,609
-11,713
-3% -$255K 0.02% 454
2025
Q2 		$7.51M Buy
357,322
+958
+0.3% +$19.9K 0.02% 454
2025
Q1 		$7.57M Buy
356,364
+2,636
+0.7% +$57.5K 0.02% 448
2024
Q4 		$8.29M Sell
353,728
-7,716
-2% -$187K 0.03% 437
2024
Q3 		$8.39M Sell
361,444
-2,907
-0.8% -$64.2K 0.03% 441
2024
Q2 		$7.09M Sell
364,351
-4,580
-1% -$85.8K 0.02% 452
2024
Q1 		$7.23M Sell
368,931
-2,489
-0.7% -$49.5K 0.02% 458
2023
Q4 		$7.91M Buy
371,420
+22,982
+7% +$434K 0.03% 437
2023
Q3 		$6.13M Sell
348,438
-8,172
-2% -$159K 0.02% 456
2023
Q2 		$7.03M Sell
356,610
-3,208
-0.9% -$60.4K 0.03% 444
2023
Q1 		$7.03M Buy
359,818
+4,105
+1% +$84.5K 0.03% 443
2022
Q4 		$7.53M Sell
355,713
-21,941
-6% -$461K 0.03% 431
2022
Q3 		$6.95M Buy
377,654
+4,436
+1% +$93.5K 0.03% 440
2022
Q2 		$7.38M Buy
373,218
+2,465
+0.7% +$56.6K 0.03% 443
2022
Q1 		$9.16M Buy
370,753
+1,069
+0.3% +$25.8K 0.03% 433
2021
Q4 		$9.11M Sell
369,684
-7,006
-2% -$162K 0.03% 439
2021
Q3 		$7.82M Buy
376,690
+100,484
+36% +$2.15M 0.03% 454
2021
Q2 		$5.76M Sell
276,206
-14,024
-5% -$291K 0.02% 501
2021
Q1 		$5.44M Sell
290,230
-21,105
-7% -$372K 0.02% 508
2020
Q4 		$4.67M Sell
311,335
-552
-0.2% -$7.3K 0.02% 506
2020
Q3 		$3.51M Sell
311,887
-28,153
-8% -$332K 0.01% 504
2020
Q2 		$4.37M Sell
340,040
-11,208
-3% -$125K 0.02% 490
2020
Q1 		$3.4M Sell
351,248
-2,584
-0.7% -$44.4K 0.02% 486
2019
Q4 		$7.33M Buy
353,832
+8,905
+3% +$187K 0.03% 474
2019
Q3 		$7.2M Buy
344,927
+114
+0% +$2.17K 0.03% 457
2019
Q2 		$6.37M Buy
344,813
+818
+0.2% +$14.8K 0.03% 484
2019
Q1 		$5.98M Sell
343,995
-3,686
-1% -$63.3K 0.02% 491
2018
Q4 		$5.09M Buy
347,681
+302
+0.1% +$4.74K 0.02% 493
2018
Q3 		$5.82M Sell
347,379
-11,014
-3% -$185K 0.02% 498
2018
Q2 		$6.09M Sell
358,393
-2,144
-0.6% -$32.4K 0.03% 495
2018
Q1 		$5.19M Sell
360,537
-8,892
-2% -$137K 0.02% 509
2017
Q4 		$6.71M Sell
369,429
-2,512
-0.7% -$47K 0.03% 484
2017
Q3 		$7.27M Buy
371,941
+4,544
+1% +$89.1K 0.03% 471
2017
Q2 		$6.74M Sell
367,397
-217
-0.1% -$4.26K 0.03% 476
2017
Q1 		$8.12M Buy
367,614
+11,756
+3% +$282K 0.04% 434
2016
Q4 		$8.95M Buy
355,858
+4,629
+1% +$122K 0.05% 391
2016
Q3 		$10.2M Sell
351,229
-7,968
-2% -$243K 0.06% 354
2016
Q2 		$11.3M Buy
359,197
+9,399
+3% +$271K 0.06% 323
2016
Q1 		$10.1M Buy
349,798
+15,176
+5% +$410K 0.06% 348
2015
Q4 		$8.85M Buy
334,622
+2,355
+0.7% +$61.3K 0.05% 369
2015
Q3 		$8.12M Buy
332,267
+5,354
+2% +$129K 0.05% 378
2015
Q2 		$7.37M Buy
326,913
+4,123
+1% +$101K 0.04% 414
2015
Q1 		$8.67M Buy
322,790
+12,240
+4% +$329K 0.05% 383
2014
Q4 		$7.81M Sell
310,550
-2,596
-0.8% -$63.5K 0.05% 394
2014
Q3 		$6.86M Buy
313,146
+19,588
+7% +$449K 0.04% 415
2014
Q2 		$6.75M Buy
293,558
+1,834
+0.6% +$41.6K 0.05% 405
2014
Q1 		$6.38M Sell
291,724
-6,998
-2% -$149K 0.05% 408
2013
Q4 		$5.9M Buy
298,722
+11,687
+4% +$242K 0.04% 426
2013
Q3 		$5.79M Buy
287,035
+7,456
+3% +$159K 0.05% 405
2013
Q2 		$5.99M Buy
+279,579
New +$6.4M 0.05% 384

Other funds holding KIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Chevy Chase Trust's KIM Position: Q1 2026 in Review

Chevy Chase Trust reduced its Kimco Realty (KIM) stake by 3.3% in Q1 2026, selling an estimated $248K and leaving 332,087 shares worth $7.46M. The position accounts for 0.02% of the portfolio, ranked #457.

Chevy Chase Trust first reported a position in KIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q2 2016. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Chevy Chase Trust held 332,087 shares of Kimco Realty worth $7.46M as of Q1 2026.
  • Chevy Chase Trust sold 11,277 Kimco Realty shares in Q1 2026, an estimated $248K.
  • Kimco Realty made up 0.02% of Chevy Chase Trust's portfolio in Q1 2026, its #457 holding.
  • Chevy Chase Trust first reported a position in Kimco Realty in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Kimco Realty position peaked at $11.3M in Q2 2016.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.