Position in KIM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$80,035,801
-$21,032,971 QoQ
Shares Held
3,561,896
-28.6% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.41024892360697.ToString("F0")%
Shared 0.ToString("F0")%
None 8.589751076393021.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Derivatives in KIM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$211,800
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,090,788,295 across 27 REIT - Retail names. KIM ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,447,258 | $269,957,031 | |
| 2 | O |
Realty Income Corp
|
3,956,626 | $242,066,377 | |
| 3 | REG |
Regency Centers Corp
|
1,550,273 | $117,293,654 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
3,561,896 | $80,035,801 | |
| 5 | SKT |
Tanger Inc.
|
1,416,861 | $48,144,936 | |
| 6 | FRT |
Federal Realty Investment Trust
|
408,816 | $43,420,345 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,031,942 | $43,372,521 | |
| 8 | ADC |
Agree Realty Corp
|
487,786 | $36,769,307 |
All Filings in KIM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,035,801 | 3,561,896 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $101,068,772 | 4,986,126 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $83,722,796 | 3,831,707 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,518,985 | 2,783,967 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $69,648,995 | 3,279,143 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $65,829,816 | 2,809,638 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $44,097,075 | 1,899,099 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,117,410 | 1,393,495 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,062,481 | 1,533,018 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,047,348 | 1,456,938 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $29,983,789 | 1,704,593 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $30,618,808 | 1,552,678 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $37,767,054 | 1,933,797 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $211,800 | 10,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $24,755,374 | 1,168,809 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $15,380,264 | 835,430 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $128,870 | 7,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $19,099,045 | 966,062 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $29,213,355 | 1,182,727 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $31,716,760 | 1,286,684 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,422,253 | 1,610,711 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,957,129 | 765,330 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,926,162 | 316,062 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,857,385 | 856,588 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,463,263 | 751,622 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,083,005 | 551,636 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,860,556 | 502,643 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||