Position in KIM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$140,641
+$18,180 QoQ
Shares Held
5,548
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#522
of 685 holders
Holding Since
Sep 2022
9 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, 2026MATHER GROUP, LLC. holds $2,451,950 across 10 REIT - Retail names. KIM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,712 | $830,188 | |
| 2 | O |
Realty Income Corp
|
12,191 | $755,354 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,481 | $255,030 | |
| 4 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,429 | $221,755 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,353 | $167,014 | |
| 6 | KIM |
Kimco Realty Corp
This page
|
5,548 | $140,641 | |
| 7 | ADC |
Agree Realty Corp
|
487 | $36,885 | |
| 8 | REG |
Regency Centers Corp
|
389 | $31,018 |
All Filings in KIM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,641 | 5,548 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $122,461 | 5,450 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $157,778 | 7,221 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $95,091 | 4,477 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $127,998 | 5,463 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $83,940 | 3,615 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $124,524 | 6,399 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $75,557 | 3,853 | Shares | Sole | 2024-04-09 | |
| 2022-09-30 | $238,814 | 12,972 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||