Transamerica Financial Advisors, LLC
Position in KIM — Kimco Realty Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in KIM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,498
+$1,072 QoQ
Shares Held
138
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#636
of 685 holders
Holding Since
Mar 2020
15 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, 2026Transamerica Financial Advisors, LLC holds $215,171 across 12 REIT - Retail names. KIM ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
2,349 | $109,298 | |
| 2 | ADC |
Agree Realty Corp
|
588 | $44,535 | |
| 3 | O |
Realty Income Corp
|
501 | $31,041 | |
| 4 | SPG |
Simon Property Group Inc.
|
103 | $23,035 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
138 | $3,498 | |
| 6 | REG |
Regency Centers Corp
|
19 | $1,515 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
44 | $913 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
19 | $633 |
All Filings in KIM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498 | 138 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,426 | 108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60 | 3 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1 | 3 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19 | 1 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $1,668 | 89 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,470 | 98 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,103 | 98 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $560 | 58 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||