Position in KIM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$677,275
New position
Shares Held
26,717
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#365
of 685 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. KIM ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,562 | $1,467,591 | |
| 2 | O |
Realty Income Corp
|
17,563 | $1,088,203 | |
| 3 | FRT |
Federal Realty Investment Trust
|
7,960 | $982,582 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
26,717 | $677,275 | |
| 5 | NNN |
Nnn REIT, Inc.
|
13,125 | $610,706 | |
| 6 | KRG |
Kite Realty Group Trust
|
12,962 | $367,861 | |
| 7 | ADC |
Agree Realty Corp
|
4,242 | $321,289 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
6,887 | $229,750 |
All Filings in KIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,275 | 26,717 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||