Kimco Realty Corporation
US ˙ NYSE ˙ US49446R1095

SecurityKIM / Kimco Realty Corporation
InstitutionCreative Planning
Latest Disclosed Ownership368,127 shares
Latest Disclosed Value $ 8,271,811
Creative Planning reports 114.81% increase in ownership of KIM / Kimco Realty Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 368,127 shares of Kimco Realty Corporation (US:KIM) valued at $8,271,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 171,375 shares of Kimco Realty Corporation. This represents a change in shares of 114.81% during the quarter. The current value of the position is $8,750,379 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F KIMCO REALTY COM 49446R109 368,127 196,752 114.81 8,272 138.15 0.0055
2026-02-17 2025-12-31 13F KIMCO RLTY COM 49446R109 171,375 49,041 40.09 3,474 29.98 0.0025
2025-11-14 2025-09-30 13F KIMCO RLTY COM 49446R109 122,334 65,217 114.18 2,673 122.67 0.0020
2025-08-08 2025-06-30 13F KIMCO RLTY COM 49446R109 57,117 8,210 16.79 1,201 15.61 0.0010
2025-05-15 2025-03-31 13F KIMCO RLTY COM 49446R109 48,907 -7,852 -13.83 1,039 -21.90 0.0010
2025-02-14 2024-12-31 13F KIMCO RLTY COM 49446R109 56,759 5,629 11.01 1,330 11.96 0.0013
2024-10-11 2024-09-30 13F KIMCO RLTY COM 49446R109 51,130 1,740 3.52 1,187 23.52 0.0012
2024-08-15 2024-06-30 13F KIMCO RLTY COM 49446R109 49,390 -1,205 -2.38 961 -3.12 0.0010
2024-05-13 2024-03-31 13F KIMCO RLTY COM 49446R109 50,595 5,674 12.63 992 3.66 0.0011
2024-02-14 2023-12-31 13F KIMCO RLTY COM 49446R109 44,921 4,532 11.22 957 34.79 0.0018
2023-11-16 2023-09-30 13F KIMCO RLTY COM 49446R109 40,389 9,162 29.34 710 15.45 0.0009
2023-07-21 2023-06-30 13F KIMCO RLTY COM 49446R109 31,227 767 2.52 616 3.54 0.0008
2023-05-15 2023-03-31 13F KIMCO RLTY COM 49446R109 30,460 5,387 21.49 595 11.86 0.0009
2023-02-10 2022-12-31 13F KIMCO RLTY COM 49446R109 25,073 1,592 6.78 531 22.92 0.0008
2022-11-03 2022-09-30 13F KIMCO RLTY COM 49446R109 23,481 3,915 20.01 432 11.63 0.0007
2022-08-15 2022-06-30 13F KIMCO RLTY COM 49446R109 19,566 257 1.33 387 -18.87 0.0006
2022-05-16 2022-03-31 13F KIMCO RLTY COM 49446R109 19,309 352 1.86 477 2.14 0.0007
2022-02-11 2021-12-31 13F KIMCO RLTY COM 49446R109 18,957 1,183 6.66 467 26.56 0.0008
2021-11-10 2021-09-30 13F KIMCO RLTY COM 49446R109 17,774 17,774 369 0.0007
2021-08-04 2021-06-30 13F CreativePlanning COM 49446R109 0 -22,297 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 49446R109 22,297 2,344 11.75 418 39.80 0.0008
2021-01-29 2020-12-31 13F KIMCO RLTY COM 49446R109 19,953 -325 -1.60 299 31.14 0.0007
2020-11-05 2020-09-30 13F KIMCO RLTY COM 49446R109 20,278 20,278 228 0.0006
2020-05-05 2020-03-31 13F KIMCO RLTY COM 49446R109 0 -10,284 -100.00 0 -100.00
2020-01-30 2019-12-31 13F KIMCO RLTY COM 49446R109 10,284 -10,979 -51.63 213 -52.03 0.0006
2019-11-01 2019-09-30 13F KIMCO RLTY COM 49446R109 21,263 21,263 444 0.0014
2019-07-26 2019-06-30 13F KIMCO RLTY COM 49446R109 0 -22,954 -100.00 0 -100.00
2019-04-24 2019-03-31 13F KIMCO RLTY COM 49446R109 22,954 -1,469 -6.01 425 18.72 0.0015
2019-02-12 2018-12-31 13F/A-1 KIMCO RLTY COM 49446R109 24,423 2,859 13.26 358 -0.83 0.0015
2019-02-01 2018-12-31 13F KIMCO RLTY COM 49446R109 24,423 2,859 358
2018-10-25 2018-09-30 13F KIMCO RLTY COM 49446R109 21,564 11,441 113.02 361 109.88 0.0013
2018-07-20 2018-06-30 13F KIMCO RLTY COM 49446R109 10,123 10,123 172 0.0007
2018-01-17 2017-12-31 13F KIMCO RLTY COM 49446R109 0 -10,591 -100.00 0 -100.00
2017-10-17 2017-09-30 13F KIMCO RLTY COM 49446R109 10,591 -666 -5.92 207 0.00 0.0010
2017-07-12 2017-06-30 13F KIMCO RLTY COM 49446R109 11,257 2,715 31.78 207 9.52 0.0010
2017-04-07 2017-03-31 13F KIMCO RLTY COM 49446R109 8,542 -1,179 -12.13 189 -22.86 0.0010
2017-01-09 2016-12-31 13F KIMCO RLTY COM 49446R109 9,721 -447 -4.40 245 -16.67 0.0015
2016-10-12 2016-09-30 13F KIMCO RLTY COM 49446R109 10,168 1,244 13.94 294 5.00 0.0019
2016-07-12 2016-06-30 13F KIMCO RLTY COM 49446R109 8,924 -3,173 -26.23 280 -19.54 0.0020
2016-04-08 2016-03-31 13F KIMCO RLTY COM 49446R109 12,097 824 7.31 348 16.78 0.0027
2016-01-11 2015-12-31 13F KIMCO RLTY COM 49446R109 11,273 1,000 9.73 298 18.73 0.0025
2015-10-09 2015-09-30 13F KIMCO RLTY COM 49446R109 10,273 -1,082 -9.53 251 -1.95 0.0022
2015-07-09 2015-06-30 13F KIMCO RLTY COM 49446R109 11,355 589 5.47 256 -11.42 0.0023
2015-04-13 2015-03-31 13F KIMCO RLTY COM 49446R109 10,766 10,766 0.00 289 0.0027
2015-01-29 2014-12-31 13F KIMCO RLTY COM 49446R109 0 -8,313 -100.00 0 -100.00
2014-10-10 2014-09-30 13F KIMCO RLTY COM 49446R109 8,313 6,057 268.48 182 250.00 0.0021
2014-08-20 2014-06-30 13F KIMCO RLTY COM 49446R109 2,256 -463 -17.03 52 -11.86 0.0007
2014-04-11 2014-03-31 13F KIMCO RLTY COM 49446R109 2,719 1,126 70.68 59 90.32 0.0009
2014-01-06 2013-12-31 13F KIMCO RLTY COM 49446R109 1,593 1 0.06 31 -3.12 0.0005
2013-10-10 2013-09-30 13F KIMCO RLTY COM 49446R109 1,592 -5,000 -75.85 32 -77.30 0.0006
2013-07-09 2013-06-30 13F KIMCO RLTY COM 49446R109 6,592 6,592 141 0.0033
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.