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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
Q2 		$541K Buy
21,332
+2,193
+11% +$52.6K 0.28% 89
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 $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

Old North State Trust's KIM Position: Q2 2026 in Review

Old North State Trust increased its Kimco Realty (KIM) stake by 11% in Q2 2026, buying an estimated $52.6K and bringing the position to 21,332 shares worth $541K. The position accounts for 0.28% of the portfolio, ranked #89.

Old North State Trust first reported a position in KIM in Q3 2025 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Old North State Trust held 21,332 shares of Kimco Realty worth $541K as of Q2 2026.
  • Old North State Trust bought 2,193 Kimco Realty shares in Q2 2026, an estimated $52.6K.
  • Kimco Realty made up 0.28% of Old North State Trust's portfolio in Q2 2026, its #89 holding.
  • Old North State Trust first reported a position in Kimco Realty in Q3 2025 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Old North State Trust's 13F filing for Q2 2026, filed 17 Aug 2026.