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BFC Planning, Inc.’s Kimco Realty KIM Stock Holding History

BFC Planning, Inc.’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 		$326K Sell
12,856
-8,484
-40% -$204K 0.01% 764
2026
Q1 		$480K Buy
21,340
+2,387
+13% +$52.6K 0.02% 581
2025
Q4 		$384K Buy
18,953
+492
+3% +$10.2K 0.02% 635
2025
Q3 		$403K Buy
18,461
+80
+0.4% +$1.74K 0.03% 441
2025
Q2 		$386K Buy
18,381
+85
+0.5% +$1.76K 0.03% 423
2025
Q1 		$389K Sell
18,296
-76
-0.4% -$1.66K 0.03% 395
2024
Q4 		$430K Buy
+18,372
New +$445K 0.04% 377

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BFC Planning, Inc.'s KIM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Kimco Realty (KIM) stake by 40% in Q2 2026, selling an estimated $204K and leaving 12,856 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #764.

BFC Planning, Inc. first reported a position in KIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $480K in Q1 2026. 697 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • BFC Planning, Inc. held 12,856 shares of Kimco Realty worth $326K as of Q2 2026.
  • BFC Planning, Inc. sold 8,484 Kimco Realty shares in Q2 2026, an estimated $204K.
  • Kimco Realty made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #764 holding.
  • BFC Planning, Inc. first reported a position in Kimco Realty in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Kimco Realty position peaked at $480K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.