Whittier Trust’s Kimco Realty KIM Stock Holding History

Whittier 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	$11.2K	Buy	+447	New	+$10.7K	﹤0.01%	1125
2024 Q4	–	Sell	-132	Closed	-$3.06K	–	1582
2024 Q3	$3.06K	Buy	+132	New	+$2.91K	﹤0.01%	1424
2023 Q4	–	Sell	-90	Closed	-$1.58K	–	1595
2023 Q3	$1.58K	Buy	90 +43	+91%	+$835	﹤0.01%	1486
2023 Q2	$926	Hold	47	–	–	﹤0.01%	1489
2023 Q1	$917	Hold	47	–	–	﹤0.01%	1532
2022 Q4	$995	Sell	47 -278	-86%	-$5.84K	﹤0.01%	1539
2022 Q3	$6K	Hold	325	–	–	﹤0.01%	1420
2022 Q2	$6K	Buy	325 +47	+17%	+$1.08K	﹤0.01%	1399
2022 Q1	$7K	Buy	+278	New	+$6.71K	﹤0.01%	1397
2021 Q3	–	Sell	-251	Closed	-$5K	–	1540
2021 Q2	$5K	Hold	251	–	–	﹤0.01%	1356
2021 Q1	$5K	Hold	251	–	–	﹤0.01%	1353
2020 Q4	$4K	Hold	251	–	–	﹤0.01%	1266
2020 Q3	$3K	Buy	251 +61	+32%	+$720	﹤0.01%	1295
2020 Q2	$2K	Hold	190	–	–	﹤0.01%	1278
2020 Q1	$2K	Buy	190 +157	+476%	+$2.7K	﹤0.01%	1337
2019 Q4	$1K	Sell	33 -54	-62%	-$1.13K	﹤0.01%	1434
2019 Q3	$2K	Buy	87 +54	+164%	+$1.03K	﹤0.01%	1378
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	1293
2019 Q1	$1K	Buy	+33	New	+$566	﹤0.01%	1296
2018 Q4	–	Sell	-11,215	Closed	-$188K	–	1361
2018 Q3	$188K	Hold	11,215	–	–	0.01%	521
2018 Q2	$190K	Hold	11,215	–	–	0.01%	513
2018 Q1	$161K	Hold	11,215	–	–	0.01%	548
2017 Q4	$203K	Hold	11,215	–	–	0.01%	503
2017 Q3	$219K	Hold	11,215	–	–	0.01%	476
2017 Q2	$206K	Hold	11,215	–	–	0.01%	467
2017 Q1	$248K	Hold	11,215	–	–	0.01%	435
2016 Q4	$282K	Hold	11,215	–	–	0.01%	416
2016 Q3	$325K	Hold	11,215	–	–	0.01%	391
2016 Q2	$352K	Sell	11,215 -3,125	-22%	-$90K	0.02%	384
2016 Q1	$413K	Hold	14,340	–	–	0.02%	361
2015 Q4	$379K	Hold	14,340	–	–	0.02%	380
2015 Q3	$350K	Hold	14,340	–	–	0.02%	379
2015 Q2	$323K	Hold	14,340	–	–	0.01%	415
2015 Q1	$385K	Hold	14,340	–	–	0.02%	379
2014 Q4	$360K	Hold	14,340	–	–	0.02%	369
2014 Q3	$314K	Hold	14,340	–	–	0.02%	380
2014 Q2	$329K	Hold	14,340	–	–	0.02%	371
2014 Q1	$314K	Hold	14,340	–	–	0.02%	371
2013 Q4	$283K	Hold	14,340	–	–	0.01%	393
2013 Q3	$289K	Sell	14,340 -1,100	-7%	-$23.5K	0.02%	391
2013 Q2	$331K	Buy	+15,440	New	+$353K	0.02%	365

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 $3.37T AUM 44.26% 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

Whittier Trust's KIM Position: Q2 2026 in Review

Whittier Trust opened a new position in Kimco Realty (KIM) in Q2 2026: 447 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings. This is a return to the name: Whittier Trust previously reported a position in KIM as recently as Q3 2024.

Whittier Trust first reported a position in KIM in Q2 2013 and has held it in 41 quarters since. The position peaked at $413K in Q1 2016. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Whittier Trust held 447 shares of Kimco Realty worth $11.2K as of Q2 2026.
Kimco Realty was a new Whittier Trust position in Q2 2026.
Kimco Realty made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1125 holding.
Whittier Trust first reported a position in Kimco Realty in Q2 2013 and has held it in 41 quarters since.
Whittier Trust's Kimco Realty position peaked at $413K in Q1 2016.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

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