Caldwell Trust Co

Bank

Position in KIM — Kimco Realty Corp

CIK 2080218 Venice, FL

Position in KIM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,382,316

+$413,046 QoQ

Shares Held

93,977

+7.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#243

of 685 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $2,665,245 across 6 REIT - Retail names. KIM ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp This page	93,977	$2,382,316
2	SPG	Simon Property Group Inc.	615	$137,544
3	O	Realty Income Corp	1,688	$104,588
4	NNN	Nnn REIT, Inc.	552	$25,684
5	ADC	Agree Realty Corp	150	$11,361
6	IVT	InvenTrust Properties Corp.	106	$3,752

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,382,316	93,977	+7.2%	Shares	Sole	2026-08-03
2026-03-31	$1,969,270	87,640	+20.6%	Shares	Sole	2026-04-22
2025-12-31	$1,473,365	72,687	+53.3%	Shares	Sole	2026-01-30
2025-09-30	$1,035,930	47,411	+832.9%	Shares	Sole	2025-10-23
2025-06-30	$106,823	5,082	+1055.0%	Shares	Sole	2025-09-22
2025-03-31	$9,345	440	—	Shares	Sole	2025-09-23
No filing history on record for this holder in this stock.