ASSETMARK, INC

Position in KIM — Kimco Realty Corp

CIK 1344551 CONCORD, CA

Position in KIM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,851,045

+$599,726 QoQ

Shares Held

151,915

+5.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#199

of 685 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ASSETMARK, INC holds $18,472,222 across 23 REIT - Retail names. KIM ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	67,153	$4,160,799
2	KIM	Kimco Realty Corp This page	151,915	$3,851,045
3	SPG	Simon Property Group Inc.	12,566	$2,810,385
4	REG	Regency Centers Corp	25,678	$2,047,563
5	NNN	Nnn REIT, Inc.	39,131	$1,820,765
6	ADC	Agree Realty Corp	15,151	$1,147,536
7	BRX	Brixmor Property Group Inc.	27,721	$874,043
8	FCPT	Four Corners Property Trust, Inc.	25,319	$621,581

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,851,045	151,915	+5.0%	Shares	Sole	2026-07-30
2026-03-31	$3,251,319	144,696	+117.2%	Shares	Sole	2026-05-06
2025-12-31	$1,350,367	66,619	+4.8%	Shares	Sole	2026-01-23
2025-09-30	$1,388,414	63,543	+2.8%	Shares	Sole	2025-11-06
2025-06-30	$1,299,456	61,820	+7.4%	Shares	Sole	2025-08-04
2025-03-31	$1,223,041	57,582	+4.2%	Shares	Sole	2025-05-06
2024-12-31	$1,294,507	55,250	+1.6%	Shares	Sole	2025-02-06
2024-09-30	$1,262,215	54,359	-8.5%	Shares	Sole	2024-11-01
2024-06-30	$1,156,001	59,404	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$1,174,913	59,914	+10.8%	Shares	Sole	2024-05-07
2023-12-31	$1,152,316	54,074	+7.4%	Shares	Sole	2024-02-09
2023-09-30	$885,322	50,331	+0.3%	Shares	Sole	2023-10-27
2023-06-30	$989,608	50,183	-4.3%	Shares	Defined	2023-08-11
2023-03-31	$1,023,957	52,430	-42.6%	Shares	Defined	2023-05-05
2022-12-31	$1,933,988	91,312	-8.1%	Shares	Defined	2023-02-10
2022-09-30	$1,829,917	99,398	+5.8%	Shares	Sole	2022-11-01
2022-06-30	$1,857,154	93,938	+53.1%	Shares	Sole	2022-08-03
2022-03-31	$1,515,048	61,338	-33.9%	Shares	Sole	2022-05-13
2021-12-31	$2,287,421	92,796	+256.5%	Shares	Sole	2022-02-14
2021-09-30	$540,184	26,033	+41.2%	Shares	Sole	2021-11-12
2021-06-30	$384,369	18,435	+34.6%	Shares	Sole	2021-08-16
2021-03-31	$256,818	13,697	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$207,468	13,822	+4.5%	Shares	Sole	2021-02-10
2020-09-30	$148,890	13,223	+92.0%	Shares	Sole	2020-11-13
2020-03-31	$66,597	6,887	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.