Position in KIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$293,400
+$31,782 QoQ
Shares Held
11,574
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 685 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $24,025,917 across 13 REIT - Retail names. KIM ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
24,731 | $5,531,088 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
146,440 | $4,617,253 | |
| 3 | O |
Realty Income Corp
|
61,476 | $3,809,052 | |
| 4 | NNN |
Nnn REIT, Inc.
|
51,130 | $2,379,078 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
43,905 | $1,827,326 | |
| 6 | FRT |
Federal Realty Investment Trust
|
12,325 | $1,521,398 | |
| 7 | REG |
Regency Centers Corp
|
18,581 | $1,481,648 | |
| 8 | UE |
Urban Edge Properties
|
49,560 | $1,133,932 |
All Filings in KIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,400 | 11,574 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $261,618 | 11,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,720,659 | 84,887 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,114,053 | 96,753 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,988,765 | 94,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,828 | 9,926 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $218,508 | 9,326 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $212,880 | 9,168 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,663 | 10,363 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $201,983 | 10,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,018 | 9,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $162,830 | 9,257 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $184,480 | 9,355 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $201,041 | 10,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $378,020 | 17,848 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $340,879 | 18,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,654 | 12,982 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $308,404 | 12,486 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $277,738 | 13,385 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $313,104 | 15,017 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $366,562 | 19,550 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||