CTA
KIM icon

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
Q1 		$2.25K Buy
+100
New +$2.2K ﹤0.01% 656
2024
Q2 		– Sell
-16
Closed -$314 – 913
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 $5.7T 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 $1.47T 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
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