Position in KIM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,830
+$348 QoQ
Shares Held
230
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#623
of 685 holders
Holding Since
Sep 2021
20 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, 2026MV CAPITAL MANAGEMENT, INC. holds $116,245 across 8 REIT - Retail names. KIM ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
260 | $58,149 | |
| 2 | O |
Realty Income Corp
|
636 | $39,406 | |
| 3 | IVT |
InvenTrust Properties Corp.
|
233 | $8,248 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
230 | $5,830 | |
| 5 | FRT |
Federal Realty Investment Trust
|
29 | $3,579 | |
| 6 | REG |
Regency Centers Corp
|
11 | $877 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2 | $93 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2 | $63 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,830 | 230 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,482 | 244 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,662 | 230 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,003 | 229 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $4,813 | 229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,288 | 249 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,021 | 257 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,292 | 271 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,254 | 270 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,196 | 265 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,647 | 265 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,108 | 63 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,479 | 75 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,562 | 80 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,605 | 123 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,712 | 93 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $810 | 41 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,235 | 131 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,489 | 101 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,514 | 73 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||