Dynamic Wealth Strategies, LLC

Position in KIM — Kimco Realty Corp

CIK 1812853 GRANITE BAY, CA

Position in KIM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$17,745

-$231 QoQ

Shares Held

700

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#577

of 685 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $129,328 across 5 REIT - Retail names. KIM ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	210	$46,966
2	O	Realty Income Corp	585	$36,246
3	KIM	Kimco Realty Corp This page	700	$17,745
4	REG	Regency Centers Corp	201	$16,027
5	FRT	Federal Realty Investment Trust	100	$12,344

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,745	700	-12.5%	Shares	Sole	2026-07-23
2026-03-31	$17,976	800	-30.5%	Shares	Sole	2026-05-13
2025-12-31	$23,330	1,151	0.0%	Shares	Sole	2026-02-04
2025-09-30	$25,149	1,151	+27.3%	Shares	Sole	2025-10-29
2025-06-30	$19,002	904	-49.0%	Shares	Sole	2025-08-13
2025-03-31	$37,658	1,773	+1.1%	Shares	Sole	2025-05-13
2024-09-30	$40,704	1,753	+101.7%	Shares	Sole	2024-11-13
2024-06-30	$16,910	869	0.0%	Shares	Sole	2024-08-15
2024-03-31	$17,041	869	-22.3%	Shares	Sole	2024-05-15
2023-12-31	$23,845	1,119	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.