Position in KIM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$317,229
+$91,091 QoQ
Shares Held
12,514
+24.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#452
of 685 holders
Holding Since
Mar 2020
4 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, 2026Wealthcare Advisory Partners LLC holds $3,687,083 across 5 REIT - Retail names. KIM ranks #3 (8.6% of the industry book) .
All Filings in KIM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,229 | 12,514 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $226,138 | 10,064 | Shares | Sole | 2026-04-14 | |
| 2021-03-31 | $2,756 | 147 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $1,692 | 175 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||