Global Retirement Partners, LLC
PensionPosition in KIM — Kimco Realty Corp
CIK 1749744
San Rafael, CA
Position in KIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$433,130
+$237,484 QoQ
Shares Held
17,086
+77.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 685 holders
Holding Since
Dec 2020
20 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, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. KIM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,130 | 17,086 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $195,646 | 9,652 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,587 | 1,766 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $36,280 | 1,726 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $35,074 | 1,497 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,569 | 1,618 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $45,147 | 2,320 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $43,318 | 2,209 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $50,227 | 2,357 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $40,668 | 2,312 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $49,871 | 2,529 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $48,571 | 2,487 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $47,845 | 2,259 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $41,312 | 2,244 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $49,583 | 2,508 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $58,267 | 2,359 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $5,768 | 278 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,671 | 272 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,100 | 272 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,082 | 272 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||