Position in KIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,013,804
+$343,812 QoQ
Shares Held
79,440
+6.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#257
of 685 holders
Holding Since
Mar 2026
2 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, 2026Atria Investments, Inc holds $16,866,220 across 10 REIT - Retail names. KIM ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
19,324 | $4,321,812 | |
| 2 | MAC |
Macerich Co
|
117,323 | $2,955,366 | |
| 3 | O |
Realty Income Corp
|
35,539 | $2,201,996 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
79,440 | $2,013,804 | |
| 5 | FRT |
Federal Realty Investment Trust
|
14,053 | $1,734,702 | |
| 6 | KRG |
Kite Realty Group Trust
|
44,330 | $1,258,085 | |
| 7 | ADC |
Agree Realty Corp
|
11,535 | $873,660 | |
| 8 | NNN |
Nnn REIT, Inc.
|
18,404 | $856,338 |
All Filings in KIM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,013,804 | 79,440 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,669,992 | 74,321 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||