Position in KIM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$121,676
+$8,005 QoQ
Shares Held
4,800
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#528
of 685 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. KIM ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
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|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in KIM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,676 | 4,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $113,671 | 5,059 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $90,176 | 4,449 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $107,368 | 4,914 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $106,549 | 5,069 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $82,811 | 3,899 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $95,030 | 4,056 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $84,867 | 3,655 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $44,833 | 2,304 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,984 | 2,243 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $31,324 | 1,470 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,035 | 1,139 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,993 | 1,166 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,111 | 1,081 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,950 | 1,178 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,940 | 377 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,792 | 293 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,508 | 304 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,598 | 146 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||