Position in KIM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$275,605
-$24,863 QoQ
Shares Held
10,872
-18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 685 holders
Holding Since
Mar 2025
6 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, 2026ADELL HARRIMAN & CARPENTER INC holds $3,171,425 across 2 REIT - Retail names. KIM ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
12,948 | $2,895,820 | |
| 2 | KIM |
Kimco Realty Corp
This page
|
10,872 | $275,605 |
All Filings in KIM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,605 | 10,872 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $300,468 | 13,372 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $447,642 | 22,084 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $482,535 | 22,084 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $464,205 | 22,084 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $469,064 | 22,084 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||