Position in KIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,291
+$10,146 QoQ
Shares Held
761
+87.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#576
of 685 holders
Holding Since
Sep 2022
7 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, 2026Clearstead Trust, LLC holds $3,750,990 across 7 REIT - Retail names. KIM ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
58,509 | $3,625,217 | |
| 2 | ADC |
Agree Realty Corp
|
430 | $32,568 | |
| 3 | NNN |
Nnn REIT, Inc.
|
585 | $27,220 | |
| 4 | REG |
Regency Centers Corp
|
291 | $23,204 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
761 | $19,291 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
484 | $15,260 | |
| 7 | KRG |
Kite Realty Group Trust
|
290 | $8,230 |
All Filings in KIM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,291 | 761 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,145 | 407 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $3,496 | 160 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,093 | 52 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,908 | 184 | Shares | Sole | 2025-05-09 | |
| 2022-12-31 | $8,937 | 422 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,769 | 422 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||