Position in KIM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$643,913
-$4,758,545 QoQ
Shares Held
25,401
-89.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#371
of 685 holders
Holding Since
Mar 2020
5 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, 2026AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. KIM ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
42,773 | $1,780,195 | |
| 2 | O |
Realty Income Corp
|
21,611 | $1,339,008 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,670 | $1,268,077 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
25,401 | $643,913 | |
| 5 | KRG |
Kite Realty Group Trust
|
21,764 | $617,660 | |
| 6 | MAC |
Macerich Co
|
16,664 | $419,754 | |
| 7 | REG |
Regency Centers Corp
|
3,144 | $250,698 |
All Filings in KIM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,913 | 25,401 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,402,458 | 240,430 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,457,410 | 219,902 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,653,413 | 212,971 | Shares | Other | 2025-11-03 | |
| 2020-03-31 | $556,556 | 57,555 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||