Position in KIM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,891,885
+$918,006 QoQ
Shares Held
311,317
+0.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#133
of 685 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $8,155,029 across 2 REIT - Retail names. KIM ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
311,317 | $7,891,885 | |
| 2 | O |
Realty Income Corp
|
4,247 | $263,144 |
All Filings in KIM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,891,885 | 311,317 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,973,879 | 310,364 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,914,441 | 291,783 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,029,101 | 321,698 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,607,847 | 314,360 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,082,222 | 286,357 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,764,677 | 203,358 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||