Position in KIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,099,480
+$218,679 QoQ
Shares Held
43,372
+10.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 689 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $161,426,560 across 19 REIT - Retail names. KIM ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
3,639,319 | $114,747,728 | |
| 2 | NNN |
Nnn REIT, Inc.
|
258,884 | $12,045,872 | |
| 3 | O |
Realty Income Corp
|
136,875 | $8,480,775 | |
| 4 | SPG |
Simon Property Group Inc.
|
26,663 | $5,963,179 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
154,955 | $4,625,406 | |
| 6 | FRT |
Federal Realty Investment Trust
|
33,336 | $4,114,995 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
120,705 | $4,026,718 | |
| 8 | KIM |
Kimco Realty Corp
This page
|
43,372 | $1,099,480 |
All Filings in KIM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,480 | 43,372 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $880,801 | 39,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $358,089 | 17,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $507,619 | 23,232 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $410,562 | 19,532 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $421,932 | 19,865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $473,309 | 20,201 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $340,335 | 14,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $275,845 | 14,175 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $280,168 | 14,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $591,629 | 27,763 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $499,837 | 28,416 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $521,298 | 26,435 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $546,644 | 27,990 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $576,096 | 27,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $516,603 | 28,061 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||