Position in KIM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$31,959,844
+$27,464,526 QoQ
Shares Held
1,422,334
+541.3% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.062411501096086.ToString("F0")%
Shared 0.ToString("F0")%
None 54.937588498903914.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. KIM ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in KIM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,959,844 | 1,422,334 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,495,318 | 221,772 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,873,424 | 223,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,553,289 | 216,617 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,742,806 | 176,215 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,097,563 | 132,205 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,483,402 | 106,951 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,834,435 | 94,267 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,504,106 | 76,701 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,446,416 | 67,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,166,269 | 66,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,546,501 | 78,423 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,418,581 | 72,636 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,433,398 | 67,677 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,207,953 | 65,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,243,374 | 62,892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,499,734 | 60,718 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,033,944 | 41,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $807,984 | 38,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $840,880 | 40,330 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $808,912 | 43,142 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $794,404 | 52,925 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $452,280 | 40,167 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $590,190 | 45,965 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $501,824 | 51,895 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||