Position in KIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$452,624
-$153,549 QoQ
Shares Held
17,855
-33.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#416
of 685 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EPG Wealth Management LLC holds $733,081 across 2 REIT - Retail names. KIM ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
17,855 | $452,624 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,254 | $280,457 |
All Filings in KIM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,624 | 17,855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $606,173 | 26,977 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $623,728 | 30,771 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $660,765 | 30,241 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $608,192 | 28,934 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $619,146 | 29,150 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||