Position in KIM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$422,584
+$46,661 QoQ
Shares Held
16,670
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#422
of 685 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 across 7 REIT - Retail names. KIM ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,153 | $2,270,718 | |
| 2 | NNN |
Nnn REIT, Inc.
|
24,902 | $1,158,690 | |
| 3 | O |
Realty Income Corp
|
15,512 | $961,123 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $828,035 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
16,670 | $422,584 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
15,731 | $326,575 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $305,052 |
All Filings in KIM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,584 | 16,670 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $375,923 | 16,730 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $340,637 | 16,805 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $372,651 | 17,055 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $360,114 | 17,132 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $359,614 | 16,931 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $414,242 | 17,680 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $410,506 | 17,679 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $344,033 | 17,679 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $349,273 | 17,811 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $383,089 | 17,977 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $371,993 | 21,148 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $421,791 | 21,389 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $514,381 | 26,338 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $503,618 | 23,778 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $436,096 | 23,688 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $340,854 | 17,241 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $332,733 | 13,471 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $332,035 | 13,470 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $295,231 | 14,228 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $296,632 | 14,227 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $268,818 | 14,337 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $215,633 | 14,366 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $47,686 | 4,235 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||