Position in KIM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$439,568
+$75,217 QoQ
Shares Held
17,340
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#419
of 685 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Montecito Bank & Trust holds $940,319 across 2 REIT - Retail names. KIM ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,239 | $500,751 | |
| 2 | KIM |
Kimco Realty Corp
This page
|
17,340 | $439,568 |
All Filings in KIM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,568 | 17,340 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $364,351 | 16,215 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $341,752 | 16,860 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $345,230 | 15,800 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||