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Clearstead Trust’s Kimco Realty KIM Stock Holding History

Clearstead 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
Q2 		$19.3K Buy
761
+354
+87% +$8.49K ﹤0.01% 468
2026
Q1 		$9.15K Buy
+407
New +$8.97K ﹤0.01% 606
2025
Q4 		– Sell
-160
Closed -$3.5K – 1279
2025
Q3 		$3.5K Buy
160
+108
+208% +$2.35K ﹤0.01% 842
2025
Q2 		$1.09K Sell
52
-132
-72% -$2.74K ﹤0.01% 1137
2025
Q1 		$3.91K Buy
+184
New +$4.02K ﹤0.01% 662
2023
Q1 		– Sell
-422
Closed -$9K – 387
2022
Q4 		$9K Hold
422
– – ﹤0.01% 314
2022
Q3 		$8K Buy
+422
New +$8.9K ﹤0.01% 301

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

Clearstead Trust's KIM Position: Q2 2026 in Review

Clearstead Trust increased its Kimco Realty (KIM) stake by 87% in Q2 2026, buying an estimated $8.49K and bringing the position to 761 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Clearstead Trust first reported a position in KIM in Q3 2022 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Clearstead Trust held 761 shares of Kimco Realty worth $19.3K as of Q2 2026.
  • Clearstead Trust bought 354 Kimco Realty shares in Q2 2026, an estimated $8.49K.
  • Kimco Realty made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #468 holding.
  • Clearstead Trust first reported a position in Kimco Realty in Q3 2022 and has held it in 7 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.