Cerro Pacific Wealth Advisors’s Kimco Realty KIM Stock Holding History

Cerro Pacific Wealth Advisors’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 Q2	$900K	Buy	35,491 +2,489	+8%	+$59.7K	0.2%	78
2026 Q1	$742K	Buy	33,002 +731	+2%	+$16.1K	0.19%	81
2025 Q4	$654K	Sell	32,271 -1,124	-3%	-$23.3K	0.18%	89
2025 Q3	$730K	Sell	33,395 -4,550	-12%	-$98.9K	0.2%	80
2025 Q2	$798K	Buy	+37,945	New	+$787K	0.22%	82

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Cerro Pacific Wealth Advisors's KIM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Kimco Realty (KIM) stake by 7.5% in Q2 2026, buying an estimated $59.7K and bringing the position to 35,491 shares worth $900K. The position accounts for 0.2% of the portfolio, ranked #78.

Cerro Pacific Wealth Advisors first reported a position in KIM in Q2 2025 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Cerro Pacific Wealth Advisors held 35,491 shares of Kimco Realty worth $900K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 2,489 Kimco Realty shares in Q2 2026, an estimated $59.7K.
Kimco Realty made up 0.2% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Cerro Pacific Wealth Advisors first reported a position in Kimco Realty in Q2 2025 and has held it in 5 quarters since.
689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.