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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
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 		$2.79K 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

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 Planning Group's KIM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Kimco Realty (KIM) stake by 0.75% in Q2 2026, buying an estimated $48 and bringing the position to 270 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Cornerstone Planning Group first reported a position in KIM in Q2 2024 and has held it in 9 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Cornerstone Planning Group held 270 shares of Kimco Realty worth $7.05K as of Q2 2026.
  • Cornerstone Planning Group bought 2 Kimco Realty shares in Q2 2026, an estimated $48.
  • Kimco Realty made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #999 holding.
  • Cornerstone Planning Group first reported a position in Kimco Realty in Q2 2024 and has held it in 9 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.