Creative Planning’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.27M | Buy |
368,127
+196,752
| +115% | +$4.34M | 0.01% | 820 |
|
|
2025
Q4 | $3.47M | Buy |
171,375
+49,041
| +40% | +$1.02M | ﹤0.01% | 1267 |
|
|
2025
Q3 | $2.67M | Buy |
122,334
+65,217
| +114% | +$1.42M | ﹤0.01% | 1315 |
|
|
2025
Q2 | $1.2M | Buy |
57,117
+8,210
| +17% | +$170K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $1.04M | Sell |
48,907
-7,852
| -14% | -$171K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $1.33M | Buy |
56,759
+5,629
| +11% | +$136K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $1.19M | Buy |
51,130
+1,740
| +4% | +$38.4K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $961K | Sell |
49,390
-1,205
| -2% | -$22.6K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $992K | Buy |
50,595
+5,674
| +13% | +$113K | ﹤0.01% | 1346 |
|
|
2023
Q4 | $957K | Buy |
44,921
+4,532
| +11% | +$85.5K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $710K | Buy |
40,389
+9,162
| +29% | +$178K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $616K | Buy |
31,227
+767
| +3% | +$14.5K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $595K | Buy |
30,460
+5,387
| +21% | +$111K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $531K | Buy |
25,073
+1,592
| +7% | +$33.5K | ﹤0.01% | 1388 |
|
|
2022
Q3 | $432K | Buy |
23,481
+3,915
| +20% | +$82.6K | ﹤0.01% | 1422 |
|
|
2022
Q2 | $387K | Buy |
19,566
+257
| +1% | +$5.91K | ﹤0.01% | 1456 |
|
|
2022
Q1 | $477K | Buy |
19,309
+352
| +2% | +$8.5K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $467K | Buy |
18,957
+1,183
| +7% | +$27.4K | ﹤0.01% | 1347 |
|
|
2021
Q3 | $369K | Buy |
+17,774
| New | +$380K | ﹤0.01% | 1474 |
|
|
2021
Q2 | – | Sell |
-22,297
| Closed | -$418K | – | 2343 |
|
|
2021
Q1 | $418K | Buy |
22,297
+2,344
| +12% | +$41.4K | ﹤0.01% | 1562 |
|
|
2020
Q4 | $299K | Sell |
19,953
-325
| -2% | -$4.3K | ﹤0.01% | 1635 |
|
|
2020
Q3 | $228K | Buy |
+20,278
| New | +$239K | ﹤0.01% | 1601 |
|
|
2020
Q1 | – | Sell |
-10,284
| Closed | -$213K | – | 1993 |
|
|
2019
Q4 | $213K | Sell |
10,284
-10,979
| -52% | -$230K | ﹤0.01% | 1599 |
|
|
2019
Q3 | $444K | Buy |
+21,263
| New | +$405K | ﹤0.01% | 1136 |
|
|
2019
Q2 | – | Sell |
-22,954
| Closed | -$425K | – | 2067 |
|
|
2019
Q1 | $425K | Sell |
22,954
-1,469
| -6% | -$25.2K | ﹤0.01% | 1129 |
|
|
2018
Q4 | $358K | Buy |
24,423
+2,859
| +13% | +$44.9K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $361K | Buy |
21,564
+11,441
| +113% | +$192K | ﹤0.01% | 1283 |
|
|
2018
Q2 | $172K | Buy |
+10,123
| New | +$153K | ﹤0.01% | 1675 |
|
|
2017
Q4 | – | Sell |
-10,591
| Closed | -$207K | – | 1956 |
|
|
2017
Q3 | $207K | Sell |
10,591
-666
| -6% | -$13.1K | ﹤0.01% | 1582 |
|
|
2017
Q2 | $207K | Buy |
11,257
+2,715
| +32% | +$53.3K | ﹤0.01% | 1500 |
|
|
2017
Q1 | $189K | Sell |
8,542
-1,179
| -12% | -$28.3K | ﹤0.01% | 1526 |
|
|
2016
Q4 | $245K | Sell |
9,721
-447
| -4% | -$11.8K | ﹤0.01% | 1299 |
|
|
2016
Q3 | $294K | Buy |
10,168
+1,244
| +14% | +$37.9K | ﹤0.01% | 1193 |
|
|
2016
Q2 | $280K | Sell |
8,924
-3,173
| -26% | -$91.4K | ﹤0.01% | 1088 |
|
|
2016
Q1 | $348K | Buy |
12,097
+824
| +7% | +$22.2K | ﹤0.01% | 915 |
|
|
2015
Q4 | $298K | Buy |
11,273
+1,000
| +10% | +$26K | ﹤0.01% | 992 |
|
|
2015
Q3 | $251K | Sell |
10,273
-1,082
| -10% | -$26K | ﹤0.01% | 1063 |
|
|
2015
Q2 | $256K | Buy |
11,355
+589
| +5% | +$14.4K | ﹤0.01% | 819 |
|
|
2015
Q1 | $289K | Buy |
10,766
+2,588
| +32% | +$69.5K | ﹤0.01% | 1015 |
|
|
2014
Q4 | $206K | Sell |
8,178
-135
| -2% | -$3.3K | ﹤0.01% | 1121 |
|
|
2014
Q3 | $182K | Buy |
8,313
+6,057
| +268% | +$139K | ﹤0.01% | 1110 |
|
|
2014
Q2 | $52K | Sell |
2,256
-463
| -17% | -$10.5K | ﹤0.01% | 1860 |
|
|
2014
Q1 | $59K | Buy |
2,719
+1,126
| +71% | +$24K | ﹤0.01% | 1700 |
|
|
2013
Q4 | $31K | Buy |
1,593
+1
| +0.1% | +$21 | ﹤0.01% | 1928 |
|
|
2013
Q3 | $32K | Sell |
1,592
-5,000
| -76% | -$107K | ﹤0.01% | 1798 |
|
|
2013
Q2 | $141K | Buy |
+6,592
| New | +$151K | ﹤0.01% | 812 |
|
Other funds holding KIM
VPM
VCM
Creative Planning's KIM Position: Q1 2026 in Review
Creative Planning increased its Kimco Realty (KIM) stake by 115% in Q1 2026, buying an estimated $4.34M and bringing the position to 368,127 shares worth $8.27M. The position accounts for 0.01% of the portfolio, ranked #820.
Creative Planning first reported a position in KIM in Q2 2013 and has held it in 46 quarters since. 654 funds tracked by Wall St. Rank hold KIM as of Q1 2026.
- Creative Planning held 368,127 shares of Kimco Realty worth $8.27M as of Q1 2026.
- Creative Planning bought 196,752 Kimco Realty shares in Q1 2026, an estimated $4.34M.
- Kimco Realty made up 0.01% of Creative Planning's portfolio in Q1 2026, its #820 holding.
- Creative Planning first reported a position in Kimco Realty in Q2 2013 and has held it in 46 quarters since.
- 654 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.