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Colonial Trust Advisors’s Kimco Realty KIM Stock Holding History

Colonial Trust Advisors’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 		$2.54K Hold
100
– – ﹤0.01% 720
2026
Q1 		$2.25K Buy
+100
New +$2.2K ﹤0.01% 656
2024
Q2 		– Sell
-16
Closed -$314 – 911
2024
Q1 		$314 Sell
16
-216
-93% -$4.3K ﹤0.01% 937
2023
Q4 		$4.94K Sell
232
-7
-3% -$132 ﹤0.01% 609
2023
Q3 		$4.2K Hold
239
– – ﹤0.01% 635
2023
Q2 		$4.71K Hold
239
– – ﹤0.01% 644
2023
Q1 		$4.67K Sell
239
-6
-2% -$123 ﹤0.01% 628
2022
Q4 		$5.19K Buy
+245
New +$5.15K ﹤0.01% 611

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

Colonial Trust Advisors's KIM Position: Q2 2026 in Review

Colonial Trust Advisors held its Kimco Realty (KIM) position steady in Q2 2026 at 100 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Colonial Trust Advisors first reported a position in KIM in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.19K in Q4 2022. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Colonial Trust Advisors held 100 shares of Kimco Realty worth $2.54K as of Q2 2026.
  • Colonial Trust Advisors left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #720 holding.
  • Colonial Trust Advisors first reported a position in Kimco Realty in Q4 2022 and has held it in 8 quarters since.
  • Colonial Trust Advisors's Kimco Realty position peaked at $5.19K in Q4 2022.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.