Position in KIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,756,300
+$1,314,139 QoQ
Shares Held
227,073
+14.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 689 holders
Holding Since
Dec 2021
16 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, 2026Cetera Investment Advisers holds $152,490,398 across 20 REIT - Retail names. KIM ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,287,656 | $79,783,165 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
641,969 | $26,718,749 | |
| 3 | SPG |
Simon Property Group Inc.
|
71,444 | $15,978,450 | |
| 4 | FRT |
Federal Realty Investment Trust
|
51,422 | $6,347,531 | |
| 5 | KIM |
Kimco Realty Corp
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|
227,073 | $5,756,300 | |
| 6 | ADC |
Agree Realty Corp
|
62,896 | $4,763,743 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
69,970 | $2,476,938 | |
| 8 | NNN |
Nnn REIT, Inc.
|
40,678 | $1,892,747 |
All Filings in KIM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,756,300 | 227,073 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||