Ownership history in Diversified Trust Co · 7 quarters on record
This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in KIMCO REALTY CORPOR COM (KIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 24,698 | +11,772 | +91.1% | 0.01% | $540K | $21.33 |
| 2024 Q4 | REDUCED | 12,926 | -11,100 | -46.2% | 0.01% | $303K | $22.09 |
| 2023 Q4 | REDUCED | 24,026 | -14,704 | -38.0% | 0.02% | $512K | $19.21 |
| 2023 Q1 | REDUCED | 38,730 | -12,070 | -23.8% | 0.03% | $756K | $16.90 |
| 2010 Q3 | REDUCED | 50,800 | -30,100 | -37.2% | 0.12% | $800K | $7.66 |
| 2010 Q2 | ADDED | 80,900 | +64,750 | +400.9% | 0.18% | $1.1M | $6.54 |
| 2010 Q1 | INITIATED | 16,150 | — | — | 0.04% | $253K | $7.53 |
As of 2025 Q4 — sorted by position size