Position in KIM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,935
+$5,465 QoQ
Shares Held
1,102
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#563
of 685 holders
Holding Since
Dec 2023
11 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, 2026Bogart Wealth, LLC holds $10,782,415 across 10 REIT - Retail names. KIM ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
47,489 | $10,620,914 | |
| 2 | O |
Realty Income Corp
|
978 | $60,596 | |
| 3 | REG |
Regency Centers Corp
|
520 | $41,464 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
1,102 | $27,935 | |
| 5 | NNN |
Nnn REIT, Inc.
|
499 | $23,218 | |
| 6 | SKT |
Tanger Inc.
|
122 | $4,815 | |
| 7 | ADC |
Agree Realty Corp
|
23 | $1,742 | |
| 8 | FRT |
Federal Realty Investment Trust
|
9 | $1,110 |
All Filings in KIM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,935 | 1,102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,470 | 1,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $20,756 | 1,024 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,850 | 1,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,020 | 1,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,728 | 1,023 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,430 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $24,613 | 1,060 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,608 | 1,059 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,590 | 1,101 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,441 | 1,100 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||