Superior Planning, LLC’s Kimco Realty KIM Stock Holding History

Superior Planning, LLC’s Portfolio KIM Stock Details KIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.38K	Buy	+107	New	+$2.6K	﹤0.01%	1504

Other funds holding KIM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's KIM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Kimco Realty (KIM) in Q3 2026: 107 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

483 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

Superior Planning, LLC held 107 shares of Kimco Realty worth $2.38K as of Q3 2026.
Kimco Realty was a new Superior Planning, LLC position in Q3 2026.
Kimco Realty made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1504 holding.
483 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.