Position in KIM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,500
+$1,648 QoQ
Shares Held
572
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#588
of 685 holders
Holding Since
Jun 2020
21 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, 2026Capital Advisors, Ltd. LLC holds $304,479 across 10 REIT - Retail names. KIM ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
416 | $93,038 | |
| 2 | O |
Realty Income Corp
|
1,039 | $64,376 | |
| 3 | NNN |
Nnn REIT, Inc.
|
1,356 | $63,094 | |
| 4 | ADC |
Agree Realty Corp
|
750 | $56,805 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
572 | $14,500 | |
| 6 | REG |
Regency Centers Corp
|
87 | $6,937 | |
| 7 | ALX |
Alexanders Inc
|
17 | $4,684 | |
| 8 | MAC |
Macerich Co
|
25 | $629 |
All Filings in KIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,500 | 572 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,852 | 572 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,594 | 572 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,541 | 574 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,065 | 574 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,361 | 582 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $15,182 | 648 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,630 | 587 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,364 | 584 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,667 | 595 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,168 | 571 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,880 | 448 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,150 | 464 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $214 | 11 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2 | 525 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $478 | 26 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $968 | 49 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $592 | 24 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $591 | 24 | Shares | Sole | 2022-02-08 | |
| 2020-09-30 | $9,131 | 811 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,413 | 811 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||