Diversified Trust’s Kimco Realty KIM Stock Holding History

Diversified 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
2025 Q4	–	Sell	-24,698	Closed	-$540K	–	1073
2025 Q3	$540K	Buy	+24,698	New	+$537K	0.01%	613
2025 Q1	–	Sell	-12,926	Closed	-$303K	–	987
2024 Q4	$303K	Buy	+12,926	New	+$313K	0.01%	740
2024 Q1	–	Sell	-24,026	Closed	-$512K	–	886
2023 Q4	$512K	Buy	+24,026	New	+$453K	0.02%	495
2023 Q2	–	Sell	-38,730	Closed	-$756K	–	872
2023 Q1	$756K	Buy	+38,730	New	+$797K	0.03%	324

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Diversified Trust's KIM Position: Q4 2025 in Review

Diversified Trust sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 24,698 shares — an estimated $540K sold.

Diversified Trust first reported a position in KIM in Q1 2023 and held it in 4 quarters. The position peaked at $756K in Q1 2023. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.

Diversified Trust reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
Diversified Trust sold 24,698 Kimco Realty shares in Q4 2025, an estimated $540K.
Diversified Trust first reported a position in Kimco Realty in Q1 2023 and held it in 4 quarters.
Diversified Trust's Kimco Realty position peaked at $756K in Q1 2023.
606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.