Cerro Pacific Wealth Advisors LLC
Position in KIM — Kimco Realty Corp
CIK 1842669
San Luis Obispo, CA
Position in KIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$899,696
+$158,142 QoQ
Shares Held
35,491
+7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#335
of 685 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $899,696 across 1 REIT - Retail name. KIM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
35,491 | $899,696 |
All Filings in KIM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,696 | 35,491 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $741,554 | 33,002 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $654,133 | 32,271 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $729,680 | 33,395 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $797,603 | 37,945 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||