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Cornerstone Financial Management’s Kimco Realty KIM Stock Holding History

Cornerstone Financial Management’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 		$735 Hold
29
– – ﹤0.01% 1200
2026
Q1 		$652 Hold
29
– – ﹤0.01% 1080
2025
Q4 		$588 Buy
+29
New +$602 ﹤0.01% 1103

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
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

Cornerstone Financial Management's KIM Position: Q2 2026 in Review

Cornerstone Financial Management held its Kimco Realty (KIM) position steady in Q2 2026 at 29 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Cornerstone Financial Management first reported a position in KIM in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Cornerstone Financial Management held 29 shares of Kimco Realty worth $735 as of Q2 2026.
  • Cornerstone Financial Management left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1200 holding.
  • Cornerstone Financial Management first reported a position in Kimco Realty in Q4 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.