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Trivant Custom Portfolio Group’s Kimco Realty KIM Stock Holding History

Trivant Custom Portfolio Group’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 		– Sell
-44,419
Closed -$900K – 86
2025
Q4 		$900K Sell
44,419
-2,104
-5% -$43.7K 0.52% 54
2025
Q3 		$1.02M Sell
46,523
-1,545
-3% -$33.6K 0.52% 56
2025
Q2 		$1.01M Sell
48,068
-276
-0.6% -$5.72K 0.55% 53
2025
Q1 		$1.03M Buy
48,344
+2,052
+4% +$44.8K 0.59% 50
2024
Q4 		$1.08M Buy
46,292
+2,796
+6% +$67.7K 0.63% 38
2024
Q3 		$1.01M Buy
43,496
+5,859
+16% +$129K 0.58% 45
2024
Q2 		$732K Sell
37,637
-55,132
-59% -$1.03M 0.45% 46
2024
Q1 		$1.82M Buy
92,769
+9,762
+12% +$194K 1.16% 35
2023
Q4 		$1.77M Sell
83,007
-11,718
-12% -$221K 1.18% 36
2023
Q3 		$1.67M Sell
94,725
-1,779
-2% -$34.5K 1.23% 36
2023
Q2 		$1.9M Buy
96,504
+133
+0.1% +$2.51K 1.34% 34
2023
Q1 		$1.88M Buy
+96,371
New +$1.98M 1.35% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Trivant Custom Portfolio Group's KIM Position: Q1 2026 in Review

Trivant Custom Portfolio Group sold out of Kimco Realty (KIM) in Q1 2026, closing a stake of 44,419 shares — an estimated $900K sold.

Trivant Custom Portfolio Group first reported a position in KIM in Q1 2023 and held it in 12 quarters. The position peaked at $1.9M in Q2 2023. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • Trivant Custom Portfolio Group reported no remaining Kimco Realty position as of Q1 2026 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 44,419 Kimco Realty shares in Q1 2026, an estimated $900K.
  • Trivant Custom Portfolio Group first reported a position in Kimco Realty in Q1 2023 and held it in 12 quarters.
  • Trivant Custom Portfolio Group's Kimco Realty position peaked at $1.9M in Q2 2023.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.