Position in KIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,421
+$1,411 QoQ
Shares Held
490
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 685 holders
Holding Since
Sep 2021
18 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $785,022 across 9 REIT - Retail names. KIM ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,971 | $440,813 | |
| 2 | O |
Realty Income Corp
|
4,479 | $277,518 | |
| 3 | ADC |
Agree Realty Corp
|
212 | $16,056 | |
| 4 | KIM |
Kimco Realty Corp
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|
490 | $12,421 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
394 | $11,760 | |
| 6 | REG |
Regency Centers Corp
|
114 | $9,090 | |
| 7 | FRT |
Federal Realty Investment Trust
|
54 | $6,665 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
110 | $5,839 |
All Filings in KIM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,421 | 490 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,010 | 490 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,114 | 55 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,201 | 55 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,156 | 55 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $297 | 14 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,340 | 484 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,238 | 484 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,418 | 484 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,491 | 484 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $298 | 14 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $246 | 14 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $276 | 14 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $273 | 14 | Shares | Sole | 2023-04-21 | |
| 2022-09-30 | $257 | 14 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $276 | 14 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $9,810 | 398 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,801 | 135 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||