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Pinnacle Wealth Planning Services’s Kimco Realty KIM Stock Holding History

Pinnacle Wealth Planning Services’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 		$43.4K Hold
1,712
– – ﹤0.01% 1381
2026
Q1 		$38.5K Buy
1,712
+36
+2% +$793 ﹤0.01% 1347
2025
Q4 		$34K Buy
+1,676
New +$34.8K ﹤0.01% 1441
2021
Q1 		– Sell
-1,624
Closed -$24K – 1186
2020
Q4 		$24K Buy
+1,624
New +$21.5K 0.01% 1088

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

Pinnacle Wealth Planning Services's KIM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Kimco Realty (KIM) position steady in Q2 2026 at 1,712 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Pinnacle Wealth Planning Services first reported a position in KIM in Q4 2020 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,712 shares of Kimco Realty worth $43.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1381 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kimco Realty in Q4 2020 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.