Position in KIM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,249,444
+$32,778 QoQ
Shares Held
55,605
-7.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 97.97140544915027.ToString("F0")%
Shared 0.ToString("F0")%
None 2.0285945508497436.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. KIM ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in KIM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,249,444 | 55,605 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,216,666 | 60,023 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,391,102 | 63,666 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,105,588 | 52,597 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $377,859 | 17,790 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $498,520 | 21,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $602,373 | 25,942 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $323,152 | 16,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $508,722 | 25,942 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $426,839 | 20,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,571 | 12,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,306 | 11,476 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $239,849 | 12,132 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $221,188 | 8,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $200,601 | 8,138 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $200,868 | 9,634 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||