Position in KIM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,041
+$2,964 QoQ
Shares Held
475
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#596
of 685 holders
Holding Since
Sep 2021
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, 2026Avion Wealth holds $94,049 across 14 REIT - Retail names. KIM ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
129 | $28,850 | |
| 2 | O |
Realty Income Corp
|
460 | $28,501 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
475 | $12,041 | |
| 4 | NNN |
Nnn REIT, Inc.
|
92 | $4,280 | |
| 5 | REG |
Regency Centers Corp
|
52 | $4,146 | |
| 6 | ADC |
Agree Realty Corp
|
39 | $2,953 | |
| 7 | FRT |
Federal Realty Investment Trust
|
22 | $2,715 | |
| 8 | BFS |
Saul Centers, Inc.
|
65 | $2,430 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,041 | 475 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,077 | 404 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,189 | 404 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,259 | 378 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,441 | 354 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,582 | 357 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,364 | 357 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7 | 335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,090 | 313 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6 | 259 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,519 | 259 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,030 | 286 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $5 | 286 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,702 | 292 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4 | 259 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,768 | 259 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,318 | 269 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,397 | 259 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,384 | 259 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,374 | 259 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||