Position in KIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$44,058
+$15,746 QoQ
Shares Held
1,738
+37.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#550
of 685 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. KIM ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
This page
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,058 | 1,738 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,312 | 1,260 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,269 | 1,296 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,983 | 1,418 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $26,674 | 1,269 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,886 | 1,360 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $30,669 | 1,309 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,394 | 1,309 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $25,473 | 1,309 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,238 | 1,287 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $31,837 | 1,494 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $22,990 | 1,307 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $25,774 | 1,307 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,549 | 1,257 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $41 | 1,598 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,768 | 1,617 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,711 | 1,604 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $167,219 | 6,770 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $165,943 | 6,732 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $138,610 | 6,680 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $228,766 | 10,972 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $111,768 | 5,961 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $51,769 | 3,449 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,413 | 392 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $410 | 32 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,635 | 893 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||