Position in KIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,438
+$731 QoQ
Shares Held
254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 685 holders
Holding Since
Jun 2021
20 quarters on record
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. KIM ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,188 | $1,831,246 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
9,971 | $414,993 | |
| 3 | ADC |
Agree Realty Corp
|
5,390 | $408,238 | |
| 4 | O |
Realty Income Corp
|
5,423 | $336,009 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,419 | $112,556 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
3,115 | $110,271 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,035 | $29,373 | |
| 8 | REG |
Regency Centers Corp
|
350 | $27,909 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,438 | 254 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,707 | 254 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,337 | 214 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,534 | 116 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,669 | 127 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,124 | 100 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,684 | 456 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,554 | 110 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,946 | 100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,570 | 947 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,731 | 879 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,004 | 853 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,643 | 844 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,295 | 988 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,875 | 844 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $15,758 | 856 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,685 | 844 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $41,693 | 1,688 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $53,934 | 2,188 | Shares | Sole | 2022-01-14 | |
| 2021-06-30 | $1,042 | 50 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||