Cetera Trust Company, N.A

Bank

Position in KIM — Kimco Realty Corp

CIK 2005547 ST. PAUL, MN

Position in KIM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$218,390

+$24,811 QoQ

Shares Held

8,615

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#499

of 685 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Cetera Trust Company, N.A holds $1,360,648 across 5 REIT - Retail names. KIM ranks #5 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	1,665	$372,377
2	REG	Regency Centers Corp	3,450	$275,103
3	O	Realty Income Corp	4,035	$250,008
4	EPRT	Essential Properties Realty Trust, Inc.	8,200	$244,770
5	KIM	Kimco Realty Corp This page	8,615	$218,390

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,390	8,615	0.0%	Shares	Sole	2026-08-13
2026-03-31	$193,579	8,615	-1.7%	Shares	Sole	2026-05-08
2025-12-31	$177,666	8,765	-16.2%	Shares	Sole	2026-02-13
2025-09-30	$228,660	10,465	0.0%	Shares	Sole	2025-11-13
2025-06-30	$219,974	10,465	+2.9%	Shares	Sole	2025-08-06
2025-03-31	$216,117	10,175	0.0%	Shares	Sole	2025-04-14
2024-12-31	$238,400	10,175	-1.2%	Shares	Sole	2025-01-17
2024-09-30	$239,166	10,300	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$201,897	10,375	0.0%	Shares	Sole	2024-08-02
2024-03-31	$203,453	10,375	+30.9%	Shares	Sole	2024-05-08
2023-12-31	$168,881	7,925	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.