Position in KIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,082,380
+$5,810,567 QoQ
Shares Held
555,518
+50.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#102
of 685 holders
Holding Since
Sep 2020
23 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, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. KIM ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
This page
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
374,520 | $11,808,615 |
All Filings in KIM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,082,380 | 555,518 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||