IBEX WEALTH ADVISORS

Position in KIM — Kimco Realty Corp

CIK 1686242 BEDMINSTER, NJ

Position in KIM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,719,323

+$1,650,476 QoQ

Shares Held

422,853

+4.8% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#115

of 685 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $25,428,001 across 3 REIT - Retail names. KIM ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp This page	422,853	$10,719,323
2	ADC	Agree Realty Corp	112,922	$8,552,712
3	SPG	Simon Property Group Inc.	27,525	$6,155,966

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,719,323	422,853	+4.8%	Shares	Sole	2026-07-27
2026-03-31	$9,068,847	403,598	+17.8%	Shares	Sole	2026-04-30
2025-12-31	$6,943,488	342,550	+50.5%	Shares	Sole	2026-02-17
2025-09-30	$4,973,802	227,634	+1583.6%	Shares	Sole	2025-11-12
2025-06-30	$284,211	13,521	+3.1%	Shares	Sole	2025-08-07
2025-03-31	$278,520	13,113	+10.4%	Shares	Sole	2025-04-15
2024-12-31	$278,278	11,877	-1.7%	Shares	Sole	2025-01-23
2024-09-30	$280,544	12,082	+133.6%	Shares	Sole	2024-11-04
2024-06-30	$100,627	5,171	-40.1%	Shares	Sole	2024-08-06
2022-03-31	$213,259	8,634	+3.9%	Shares	Sole	2022-05-16
2021-12-31	$204,890	8,312	0.0%	Shares	Sole	2022-02-22
2021-09-30	$172,474	8,312	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.