Position in KIM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,195,607
+$290,561 QoQ
Shares Held
47,164
+17.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. KIM ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,809 | $3,312,032 | |
| 2 | O |
Realty Income Corp
|
29,906 | $1,852,975 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
47,164 | $1,195,607 | |
| 4 | REG |
Regency Centers Corp
|
11,989 | $956,002 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,847 | $551,240 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
10,155 | $539,128 | |
| 7 | ADC |
Agree Realty Corp
|
6,586 | $498,823 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
14,690 | $463,175 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,607 | 47,164 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $905,046 | 40,278 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $623,505 | 30,760 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $735,339 | 33,654 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $740,492 | 35,228 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $792,719 | 37,322 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $896,361 | 38,257 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $948,954 | 40,868 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $814,342 | 41,847 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $875,664 | 44,654 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,033,428 | 48,495 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $772,060 | 43,892 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,033,387 | 52,403 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,043,214 | 53,416 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,161,765 | 54,852 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,051,818 | 57,133 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,158,146 | 58,581 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,484,642 | 60,107 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,418,903 | 57,562 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $941,531 | 45,375 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $794,718 | 38,116 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $619,893 | 33,061 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $388,098 | 25,856 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $407,431 | 36,184 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $525,643 | 40,938 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $431,842 | 44,658 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||