ONST
KIM icon

Old North State Trust’s Kimco Realty KIM Stock Holding History

Old North State 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
Q1 		$430K Buy
19,139
+2,978
+18% +$65.6K 0.26% 95
2025
Q4 		$328K Buy
16,161
+4,387
+37% +$91.1K 0.19% 110
2025
Q3 		$257K Buy
+11,774
New +$256K 0.16% 128

Other funds holding KIM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Old North State Trust's KIM Position: Q1 2026 in Review

Old North State Trust increased its Kimco Realty (KIM) stake by 18% in Q1 2026, buying an estimated $65.6K and bringing the position to 19,139 shares worth $430K. The position accounts for 0.26% of the portfolio, ranked #95.

Old North State Trust first reported a position in KIM in Q3 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Old North State Trust held 19,139 shares of Kimco Realty worth $430K as of Q1 2026.
  • Old North State Trust bought 2,978 Kimco Realty shares in Q1 2026, an estimated $65.6K.
  • Kimco Realty made up 0.26% of Old North State Trust's portfolio in Q1 2026, its #95 holding.
  • Old North State Trust first reported a position in Kimco Realty in Q3 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.