Position in KIM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,271,813
+$4,798,042 QoQ
Shares Held
368,127
+114.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0.4737495483895503.ToString("F0")%
Shared 0.ToString("F0")%
None 99.52625045161045.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. KIM ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
This page
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in KIM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,271,813 | 368,127 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,473,771 | 171,375 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,672,997 | 122,334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,200,599 | 57,117 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,038,784 | 48,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,329,863 | 56,759 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,187,237 | 51,130 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $961,126 | 49,390 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $992,167 | 50,595 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $957,266 | 44,921 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $710,441 | 40,389 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $615,795 | 31,227 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $594,882 | 30,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $531,046 | 25,073 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $432,285 | 23,481 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $386,819 | 19,566 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $476,932 | 19,309 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $467,290 | 18,957 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $368,810 | 17,774 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $418,068 | 22,297 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $299,494 | 19,953 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $228,330 | 20,278 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||