Hoertkorn Richard Charles’s Kimco Realty KIM Stock Holding History

Hoertkorn Richard Charles’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	$6.34K	Hold	250	–	–	﹤0.01%	56
2026 Q1	$5.62K	Sell	250 -103	-29%	-$2.27K	﹤0.01%	62
2025 Q4	$7.16K	Hold	353	–	–	﹤0.01%	68
2025 Q3	$7.71K	Hold	353	–	–	﹤0.01%	67
2025 Q2	$7.42K	Sell	353 -200	-36%	-$4.15K	﹤0.01%	68
2025 Q1	$11.7K	Hold	553	–	–	0.01%	67
2024 Q4	$13K	Hold	553	–	–	0.01%	69
2024 Q3	$12.8K	Buy	553 +3	+0.5%	+$66	0.01%	68
2024 Q2	$10.7K	Sell	550 -200	-27%	-$3.75K	﹤0.01%	69
2024 Q1	$14.7K	Hold	750	–	–	0.01%	65
2023 Q4	$16K	Hold	750	–	–	0.01%	64
2023 Q3	$13.2K	Hold	750	–	–	0.01%	64
2023 Q2	$14.8K	Hold	750	–	–	0.01%	65
2023 Q1	$14.6K	Hold	750	–	–	0.01%	67
2022 Q4	$15.9K	Hold	750	–	–	0.01%	66
2022 Q3	$14K	Hold	750	–	–	0.01%	65
2022 Q2	$15K	Hold	750	–	–	0.01%	66
2022 Q1	$18K	Hold	750	–	–	0.01%	66
2021 Q4	$19K	Hold	750	–	–	0.01%	69
2021 Q3	$16K	Hold	750	–	–	0.01%	71
2021 Q2	$16K	Hold	750	–	–	0.01%	70
2021 Q1	$14K	Hold	750	–	–	0.01%	73
2020 Q4	$11K	Hold	750	–	–	0.01%	74
2020 Q3	$8K	Hold	750	–	–	0.01%	75
2020 Q2	$10K	Hold	750	–	–	0.01%	74
2020 Q1	$7K	Buy	750 +200	+36%	+$3.44K	0.01%	74
2019 Q4	$11K	Buy	550 +250	+83%	+$5.25K	0.01%	75
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	82
2019 Q2	$6K	Buy	+300	New	+$5.43K	﹤0.01%	80
2014 Q1	–	Sell	-200	Closed	-$4K	–	93
2013 Q4	$4K	Buy	+200	New	+$4.13K	﹤0.01%	90

Other funds holding KIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Hoertkorn Richard Charles's KIM Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Kimco Realty (KIM) position steady in Q2 2026 at 250 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

Hoertkorn Richard Charles first reported a position in KIM in Q4 2013 and has held it in 30 quarters since. The position peaked at $19K in Q4 2021. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Hoertkorn Richard Charles held 250 shares of Kimco Realty worth $6.34K as of Q2 2026.
Hoertkorn Richard Charles left its Kimco Realty share count unchanged in Q2 2026.
Kimco Realty made up ﹤0.01% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #56 holding.
Hoertkorn Richard Charles first reported a position in Kimco Realty in Q4 2013 and has held it in 30 quarters since.
Hoertkorn Richard Charles's Kimco Realty position peaked at $19K in Q4 2021.
691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.