City State Bank’s Kimco Realty KIM Stock Holding History

City State Bank’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	$81.3K	Hold	3,618	–	–	0.02%	293
2025 Q4	$73.3K	Hold	3,618	–	–	0.02%	305
2025 Q3	$79.1K	Sell	3,618 -500	-12%	-$10.9K	0.02%	290
2025 Q2	$86.6K	Sell	4,118 -25	-0.6%	-$518	0.03%	282
2025 Q1	$88K	Hold	4,143	–	–	0.03%	274
2024 Q4	$97.1K	Sell	4,143 -270	-6%	-$6.54K	0.03%	255
2024 Q3	$102K	Hold	4,413	–	–	0.04%	256
2024 Q2	$85.9K	Sell	4,413 -30	-0.7%	-$562	0.04%	260
2024 Q1	$87K	Sell	4,443 -240	-5%	-$4.77K	0.04%	257
2023 Q4	$100K	Sell	4,683 -325	-6%	-$6.13K	0.05%	231
2023 Q3	$88K	Sell	5,008 -801	-14%	-$15.6K	0.05%	236
2023 Q2	$115K	Sell	5,809 -1,000	-15%	-$18.8K	0.06%	214
2023 Q1	$133K	Sell	6,809 -350	-5%	-$7.2K	0.08%	199
2022 Q4	$162K	Sell	7,159 -331	-4%	-$6.96K	0.1%	173
2022 Q3	$138K	Sell	7,490 -146	-2%	-$3.08K	0.1%	173
2022 Q2	$151K	Hold	7,636	–	–	0.11%	165
2022 Q1	$189K	Sell	7,636 -54	-0.7%	-$1.3K	0.11%	160
2021 Q4	$190K	Buy	+7,690	New	+$178K	0.12%	164

Other funds holding KIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return