SEC 13F Intelligence

American Trust Investment Advisors, LLC / KIM

American Trust Investment Advisors, LLC’s Kimco Realty Corp Position

Does American Trust Investment Advisors, LLC own Kimco Realty Corp (KIM)? Not currently — the last reported position was 186.0K shares worth $4M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2025
Shares
186.0K
% of Portfolio
+2.10%
Quarters Held
10
position exited

Position History KIM

Reported value by quarter
Q2 ’23: $882,076Q2 ’23Q3 ’23: $985,832Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025186.0K$4M+2.10%
Q2 2025197.1K$4M+2.09%
Q1 2025229.9K$5M+2.04%
Q4 2024224.7K$5M+2.16%
Q3 2024217.5K$5M+2.07%
Q2 2024229.0K$4M+2.16%
Q1 2024208.3K$4M+1.95%
Q4 2023196.4K$4M+2.18%
Q3 202356.0K$985,832+0.54%
Q2 202344.7K$882,076+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of KIM.