Position in KIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$266,908
New position
Shares Held
10,529
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 685 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Merit Financial Group, LLC holds $10,999,447 across 11 REIT - Retail names. KIM ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
13,215 | $2,955,530 | |
| 2 | O |
Realty Income Corp
|
39,745 | $2,462,596 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,758 | $2,129,118 | |
| 4 | FRT |
Federal Realty Investment Trust
|
9,708 | $1,198,353 | |
| 5 | REG |
Regency Centers Corp
|
7,218 | $575,561 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,730 | $486,039 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
9,542 | $397,137 | |
| 8 | KIM |
Kimco Realty Corp
This page
|
10,529 | $266,908 |
All Filings in KIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,908 | 10,529 | Shares | Other | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||