Position in KIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,257,330
+$795,336 QoQ
Shares Held
325,733
-1.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#130
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $83,483,546 across 6 REIT - Retail names. KIM ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
156,781 | $35,064,070 | |
| 2 | O |
Realty Income Corp
|
450,589 | $27,918,493 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
325,733 | $8,257,330 | |
| 4 | REG |
Regency Centers Corp
|
79,945 | $6,374,813 | |
| 5 | FRT |
Federal Realty Investment Trust
|
38,617 | $4,766,882 | |
| 6 | BFS |
Saul Centers, Inc.
|
29,472 | $1,101,958 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,257,330 | 325,733 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,461,994 | 332,087 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,959,988 | 343,364 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,551,556 | 345,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,510,908 | 357,322 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $7,569,171 | 356,364 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $8,287,847 | 353,728 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $8,392,729 | 361,444 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,090,270 | 364,351 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $7,234,736 | 368,931 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $7,914,959 | 371,420 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $6,129,023 | 348,438 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $7,032,348 | 356,610 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,027,245 | 359,818 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $7,534,001 | 355,713 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,952,609 | 377,654 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $7,378,519 | 373,218 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,157,598 | 370,753 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $9,112,710 | 369,684 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $7,816,317 | 376,690 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $5,758,894 | 276,206 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $5,441,811 | 290,230 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $4,673,138 | 311,335 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,511,847 | 311,887 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,366,113 | 340,040 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,396,568 | 351,248 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||