Cornerstone Planning Group
KIM icon

Cornerstone Planning Group’s Kimco Realty KIM Stock Holding History

Cornerstone Planning Group’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 		– Sell
-270
Closed -$7.05K – 987
2026
Q2 		$7.05K Buy
270
+2
+0.7% +$48 ﹤0.01% 999
2026
Q1 		$6.3K Buy
268
+132
+97% +$2.91K ﹤0.01% 1031
2025
Q4 		$2.78K Sell
136
-63
-32% -$1.31K ﹤0.01% 1124
2025
Q3 		$4.18K Buy
199
+131
+193% +$2.85K ﹤0.01% 1001
2025
Q2 		$1.45K Buy
68
+35
+106% +$726 ﹤0.01% 1023
2025
Q1 		$677 Buy
33
+18
+120% +$393 ﹤0.01% 1219
2024
Q4 		$351 Hold
15
– – ﹤0.01% 1243
2024
Q3 		$355 Hold
15
– – ﹤0.01% 1158
2024
Q2 		$318 Buy
+15
New +$281 ﹤0.01% 1137

Other funds holding KIM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cornerstone Planning Group's KIM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Kimco Realty (KIM) in Q3 2026, closing a stake of 270 shares — an estimated $7.05K sold.

Cornerstone Planning Group first reported a position in KIM in Q2 2024 and held it in 9 quarters. The position peaked at $7.05K in Q2 2026. 110 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Kimco Realty position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 270 Kimco Realty shares in Q3 2026, an estimated $7.05K.
  • Cornerstone Planning Group first reported a position in Kimco Realty in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Kimco Realty position peaked at $7.05K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.