Position in KIM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,815,218
+$367,022 QoQ
Shares Held
111,054
+1.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#231
of 685 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. KIM ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
111,054 | $2,815,218 | |
| 2 | O |
Realty Income Corp
|
30,988 | $1,920,016 | |
| 3 | NNN |
Nnn REIT, Inc.
|
6,482 | $301,607 | |
| 4 | SPG |
Simon Property Group Inc.
|
662 | $148,056 | |
| 5 | REG |
Regency Centers Corp
|
750 | $59,805 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
755 | $22,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
87 | $10,739 | |
| 8 | SKT |
Tanger Inc.
|
200 | $7,894 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,815,218 | 111,054 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,448,196 | 108,954 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $52,458 | 2,588 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $55,411 | 2,536 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $53,306 | 2,536 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $52,887 | 2,490 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $58,364 | 2,491 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $57,933 | 2,495 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $52,503 | 2,698 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,693 | 3,299 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $57,025 | 2,676 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,856 | 1,072 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $22,520 | 1,142 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $42,145 | 2,158 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $44,774 | 2,114 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $43,907 | 2,385 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $34,498 | 1,745 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $54,858 | 2,221 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $34,090 | 1,383 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $30,544 | 1,472 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $23,143 | 1,110 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $20,250 | 1,080 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $16,495 | 1,099 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $15,155 | 1,346 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $35,207 | 2,742 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $31,176 | 3,224 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||