Position in KIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$208,326
New position
Shares Held
8,218
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#506
of 685 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $1,120,748 across 2 REIT - Retail names. KIM ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
14,726 | $912,422 | |
| 2 | KIM |
Kimco Realty Corp
This page
|
8,218 | $208,326 |
All Filings in KIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,326 | 8,218 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||