Position in KIM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,442,161
+$2,802,683 QoQ
Shares Held
197,693
+144.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $143,240,005 across 19 REIT - Retail names. KIM ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,276,937 | $78,123,005 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
657,017 | $24,585,576 | |
| 3 | SPG |
Simon Property Group Inc.
|
70,728 | $13,192,893 | |
| 4 | FRT |
Federal Realty Investment Trust
|
47,313 | $5,025,113 | |
| 5 | ADC |
Agree Realty Corp
|
62,562 | $4,715,923 | |
| 6 | KIM |
Kimco Realty Corp
This page
|
197,693 | $4,442,161 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
81,870 | $2,357,856 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
69,809 | $2,126,382 |
All Filings in KIM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,442,161 | 197,693 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,639,478 | 80,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,889,784 | 86,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,426,753 | 67,876 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,345,065 | 63,327 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $764,848 | 32,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $799,000 | 34,410 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $582,437 | 29,930 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $617,734 | 31,501 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $205,897 | 9,662 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $200,719 | 11,411 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $328,811 | 16,674 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $323,377 | 16,558 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $293,999 | 13,881 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $204,225 | 8,285 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||