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Summit Trail Advisors’s Kimco Realty KIM Stock Holding History

Summit Trail 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
Q2 		$1.09M Sell
43,175
-25,062
-37% -$601K 0.01% 951
2026
Q1 		$1.53M Buy
68,237
+20,928
+44% +$461K 0.02% 713
2025
Q4 		$959K Sell
47,309
-261
-0.5% -$5.42K 0.02% 837
2025
Q3 		$1.04M Buy
47,570
+20,082
+73% +$436K 0.01% 810
2025
Q2 		$578K Buy
+27,488
New +$570K 0.01% 679
2018
Q1 		– Sell
-3,391
Closed -$56K – 1094
2017
Q4 		$56K Buy
+3,391
New +$63.5K 0.01% 790

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

Summit Trail Advisors's KIM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Kimco Realty (KIM) stake by 37% in Q2 2026, selling an estimated $601K and leaving 43,175 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #951.

Summit Trail Advisors first reported a position in KIM in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2026. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Summit Trail Advisors held 43,175 shares of Kimco Realty worth $1.09M as of Q2 2026.
  • Summit Trail Advisors sold 25,062 Kimco Realty shares in Q2 2026, an estimated $601K.
  • Kimco Realty made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #951 holding.
  • Summit Trail Advisors first reported a position in Kimco Realty in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Kimco Realty position peaked at $1.53M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.