Position in KIM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,562
+$1,541 QoQ
Shares Held
535
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 685 holders
Holding Since
Jun 2021
19 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, 2026CVA Family Office, LLC holds $279,119 across 8 REIT - Retail names. KIM ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
773 | $172,881 | |
| 2 | O |
Realty Income Corp
|
984 | $60,968 | |
| 3 | REG |
Regency Centers Corp
|
230 | $18,340 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
535 | $13,562 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
175 | $5,517 | |
| 6 | FRT |
Federal Realty Investment Trust
|
40 | $4,937 | |
| 7 | CURB |
Curbline Properties Corp.
|
76 | $2,310 | |
| 8 | NNN |
Nnn REIT, Inc.
|
13 | $604 |
All Filings in KIM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,562 | 535 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,021 | 535 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,844 | 535 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,689 | 535 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,245 | 535 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11,363 | 535 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $12,535 | 535 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $12,422 | 535 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,411 | 535 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,079 | 565 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $12,040 | 565 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $30,270 | 1,535 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,842 | 760 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,071 | 145 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $21,815 | 1,185 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $28,073 | 1,420 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $45,324 | 1,835 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,680 | 555 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $11,571 | 555 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||