Position in KIM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$331,730
New position
Shares Held
13,086
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#446
of 685 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sagewood Asset Management LP holds $2,383,271 across 7 REIT - Retail names. KIM ranks #5 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,894 | $423,593 | |
| 2 | REG |
Regency Centers Corp
|
4,547 | $362,577 | |
| 3 | O |
Realty Income Corp
|
5,625 | $348,525 | |
| 4 | ADC |
Agree Realty Corp
|
4,572 | $346,283 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
13,086 | $331,730 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,660 | $328,350 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
7,682 | $242,213 |
All Filings in KIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,730 | 13,086 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||