WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in KIM — Kimco Realty Corp
CIK 1632972
PLYMOUTH, MN
Position in KIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,577,062
+$2,173,856 QoQ
Shares Held
141,107
+126.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 203 holders
Holding Since
Sep 2023
12 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. KIM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
750,135 | $46,478,364 | |
| 2 | SPG |
Simon Property Group Inc.
|
100,720 | $22,526,028 | |
| 3 | NNN |
Nnn REIT, Inc.
|
221,559 | $10,309,140 | |
| 4 | REG |
Regency Centers Corp
|
116,273 | $9,271,609 | |
| 5 | FRT |
Federal Realty Investment Trust
|
51,760 | $6,389,254 | |
| 6 | ADC |
Agree Realty Corp
|
72,786 | $5,512,811 | |
| 7 | KIM |
Kimco Realty Corp
This page
|
141,107 | $3,577,062 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
60,657 | $2,524,544 |
All Filings in KIM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,577,062 | 141,107 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,403,206 | 62,448 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,077,249 | 53,145 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,396,739 | 63,924 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,250,942 | 59,512 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,105,372 | 52,042 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,218,430 | 52,003 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,192,648 | 51,363 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $995,145 | 51,138 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,022,426 | 52,138 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $607,569 | 28,511 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $488,034 | 27,745 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||