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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

KIM holding history

Kimco Realty Corp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KIM overviewAll 13F holders of KIMFull Q2 2026 holdings

Shares (Q2 2026)
43,175
Value
$1.09M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of KIM by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,175$1.09M<0.1%−25,062−36.7%ReducedHolders
Q1 202668,237$1.53M<0.1%+20,928+44.2%AddedHolders
Q4 202547,309$959.0K<0.1%−261−0.5%ReducedHolders
Q3 202547,570$1.04M<0.1%+20,082+73.1%AddedHolders
Q2 202527,488$577.8K<0.1%+27,488NewHolders