Position in KIM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,882,161
-$3,135,097 QoQ
Shares Held
74,247
-66.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 685 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $27,435,830 across 17 REIT - Retail names. KIM ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
45,651 | $10,209,845 | |
| 2 | O |
Realty Income Corp
|
121,916 | $7,553,915 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
74,247 | $1,882,161 | |
| 4 | REG |
Regency Centers Corp
|
19,956 | $1,591,290 | |
| 5 | FRT |
Federal Realty Investment Trust
|
7,823 | $965,671 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
27,661 | $872,151 | |
| 7 | NNN |
Nnn REIT, Inc.
|
13,062 | $607,774 | |
| 8 | ADC |
Agree Realty Corp
|
7,889 | $597,512 |
All Filings in KIM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,161 | 74,247 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,017,258 | 223,287 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,806,644 | 138,463 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,232,304 | 102,165 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $2,069,733 | 98,465 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $997,876 | 46,981 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $889,940 | 37,983 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $341,484 | 17,548 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $458,874 | 23,400 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $6,369,899 | 298,916 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $4,853,397 | 275,918 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $3,338,734 | 169,307 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $3,855,026 | 197,390 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $4,043,579 | 190,915 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $3,095,512 | 168,143 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $3,126,704 | 158,154 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $3,906,403 | 158,154 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $3,922,406 | 159,124 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $3,301,823 | 159,124 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $3,317,735 | 159,124 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $3,482,493 | 185,733 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $2,880,073 | 191,877 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $2,033,961 | 180,636 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $2,057,443 | 160,237 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $2,383,663 | 246,501 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||