Position in KIM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,498
+$1,471 QoQ
Shares Held
138
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 685 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. KIM ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
17,381 | $1,076,926 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,456 | $325,634 | |
| 3 | ADC |
Agree Realty Corp
|
831 | $62,939 | |
| 4 | FRT |
Federal Realty Investment Trust
|
370 | $45,672 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,140 | $35,944 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
908 | $27,103 | |
| 7 | NNN |
Nnn REIT, Inc.
|
490 | $22,799 | |
| 8 | 1,114 | $21,121 |
All Filings in KIM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498 | 138 | Shares | Sole | 2026-07-02 | |
| 2025-12-31 | $2,027 | 100 | Shares | Sole | 2026-01-07 | |
| 2024-06-30 | $739 | 38 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $28,944 | 1,476 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $24,570 | 1,153 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $17,326 | 985 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $14,809 | 751 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,205 | 881 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $13,555 | 640 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $13,163 | 715 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,563 | 332 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,124 | 86 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,035 | 42 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $871 | 42 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $875 | 42 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $787 | 42 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $630 | 42 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||