Naviter Wealth, LLC

Position in KIM — Kimco Realty Corp

CIK 1855567 LITTLE ROCK, AR

Position in KIM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,676,623

+$467,760 QoQ

Shares Held

66,139

+22.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#274

of 685 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $14,779,863 across 4 REIT - Retail names. KIM ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	33,283	$7,443,742
2	O	Realty Income Corp	78,312	$4,852,211
3	KIM	Kimco Realty Corp This page	66,139	$1,676,623
4	REG	Regency Centers Corp	10,124	$807,287

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,676,623	66,139	+22.9%	Shares	Sole	2026-08-07
2026-03-31	$1,208,863	53,799	+12.3%	Shares	Sole	2026-04-10
2025-12-31	$971,419	47,924	-9.4%	Shares	Sole	2026-01-21
2025-09-30	$1,156,127	52,912	+6.5%	Shares	Sole	2025-11-06
2025-06-30	$1,044,483	49,690	+7.7%	Shares	Sole	2025-07-28
2025-03-31	$980,332	46,155	+1.4%	Shares	Sole	2025-04-25
2024-12-31	$1,066,416	45,515	+10.1%	Shares	Sole	2025-02-07
2024-09-30	$959,612	41,327	-5.3%	Shares	Sole	2024-10-16
2024-06-30	$848,825	43,619	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$834,111	42,535	+8.2%	Shares	Sole	2024-04-18
2023-12-31	$837,525	39,302	+5.2%	Shares	Sole	2024-02-05
2023-09-30	$657,338	37,370	+7.8%	Shares	Sole	2023-11-14
2023-06-30	$683,771	34,674	+15.6%	Shares	Sole	2023-07-20
2023-03-31	$585,743	29,992	+73.0%	Shares	Sole	2023-04-12
2022-12-31	$367,155	17,335	+10.7%	Shares	Sole	2023-01-31
2022-09-30	$288,319	15,661	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.