Position in KIM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$164,217
+$19,780 QoQ
Shares Held
6,478
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 685 holders
Holding Since
Dec 2025
3 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 Analysts, LLC holds $511,329 across 11 REIT - Retail names. KIM ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
|
395 | $9,037 |
All Filings in KIM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,217 | 6,478 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $144,437 | 6,428 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $123,687 | 6,102 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||