Private Trust Company’s Kimco Realty KIM Stock Holding History

Private Trust Company’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	$161K	Sell	6,350 -368	-5%	-$8.83K	0.01%	902
2026 Q1	$151K	Buy	6,718 +2,719	+68%	+$59.9K	0.01%	876
2025 Q4	$81.1K	Buy	3,999 +1,113	+39%	+$23.1K	0.01%	1102
2025 Q3	$63.1K	Buy	2,886 +2,834	+5,450%	+$61.6K	0.01%	1179
2025 Q2	$1.09K	Buy	52 +7	+16%	+$145	﹤0.01%	2357
2025 Q1	$956	Hold	45	–	–	﹤0.01%	2367
2024 Q4	$1.05K	Hold	45	–	–	﹤0.01%	2235
2024 Q3	$1.04K	Buy	+45	New	+$994	﹤0.01%	2199
2023 Q4	–	Sell	-55	Closed	-$967	–	2375
2023 Q3	$967	Hold	55	–	–	﹤0.01%	2207
2023 Q2	$1.08K	Hold	55	–	–	﹤0.01%	2175
2023 Q1	$1.07K	Buy	+55	New	+$1.13K	﹤0.01%	2151
2014 Q4	–	Sell	-600	Closed	-$13K	–	759
2014 Q3	$13K	Sell	600 -1,342	-69%	-$30.8K	﹤0.01%	1005
2014 Q2	$45K	Hold	1,942	–	–	0.01%	583
2014 Q1	$42K	Buy	1,942 +1,342	+224%	+$28.6K	0.02%	532
2013 Q4	$12K	Hold	600	–	–	﹤0.01%	874
2013 Q3	$12K	Hold	600	–	–	0.01%	839
2013 Q2	$13K	Buy	+600	New	+$13.7K	0.01%	768

Other funds holding KIM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Private Trust Company's KIM Position: Q2 2026 in Review

Private Trust Company reduced its Kimco Realty (KIM) stake by 5.5% in Q2 2026, selling an estimated $8.83K and leaving 6,350 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #902.

Private Trust Company first reported a position in KIM in Q2 2013 and has held it in 17 quarters since. 693 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Private Trust Company held 6,350 shares of Kimco Realty worth $161K as of Q2 2026.
Private Trust Company sold 368 Kimco Realty shares in Q2 2026, an estimated $8.83K.
Kimco Realty made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #902 holding.
Private Trust Company first reported a position in Kimco Realty in Q2 2013 and has held it in 17 quarters since.
693 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.