Position in KIM
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$805,032
+$37,104 QoQ
Shares Held
35,827
-5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.2288776620984174.ToString("F0")%
Shared 0.ToString("F0")%
None 99.77112233790159.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $24,974,174 across 13 REIT - Retail names. KIM ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
163,821 | $10,022,568 | |
| 2 | SPG |
Simon Property Group Inc.
|
32,802 | $6,118,557 | |
| 3 | SKT |
Tanger Inc.
|
118,911 | $4,040,595 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
57,636 | $2,156,739 | |
| 5 | KIM |
Kimco Realty Corp
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|
35,827 | $805,032 | |
| 6 | FRT |
Federal Realty Investment Trust
|
5,912 | $627,913 | |
| 7 | NNN |
Nnn REIT, Inc.
|
12,606 | $529,830 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
18,003 | $518,486 |
All Filings in KIM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $805,032 | 35,827 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $767,928 | 37,885 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $527,786 | 24,155 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $501,978 | 23,881 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $491,047 | 23,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $558,360 | 23,831 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $543,185 | 23,393 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $456,628 | 23,465 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $431,086 | 21,983 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $485,036 | 22,761 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $468,280 | 26,622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $518,044 | 26,270 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $101,575 | 5,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $130,489 | 6,161 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $198,609 | 10,046 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $435,485 | 17,631 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $469,976 | 19,066 | Shares | Sole | 2022-02-17 | |
| 2020-03-31 | $144,518 | 14,945 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||