Planning Strategies Inc.’s Kimco Realty KIM Stock Holding History

Planning Strategies 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	$659	Buy	+26	New	+$624	﹤0.01%	811

Other funds holding KIM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in Kimco Realty (KIM) in Q2 2026: 26 shares worth $659. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

222 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

Planning Strategies Inc. held 26 shares of Kimco Realty worth $659 as of Q2 2026.
Kimco Realty was a new Planning Strategies Inc. position in Q2 2026.
Kimco Realty made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #811 holding.
222 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.