Bell Investment Advisors, Inc

Position in KIM — Kimco Realty Corp

CIK 1890149 ORINDA, CA

Position in KIM

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

Position Value

$861

+$98 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#663

of 685 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $166,474 across 17 REIT - Retail names. KIM ranks #13 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	237	$53,005
2	O	Realty Income Corp	756	$46,841
3	EPRT	Essential Properties Realty Trust, Inc.	528	$15,760
4	REG	Regency Centers Corp	156	$12,439
5	FCPT	Four Corners Property Trust, Inc.	344	$8,445
6	KRG	Kite Realty Group Trust	214	$6,073
7	FRT	Federal Realty Investment Trust	41	$5,061
8	NNN	Nnn REIT, Inc.	99	$4,606

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861	34	0.0%	Shares	Sole	2026-08-07
2026-03-31	$763	34	0.0%	Shares	Sole	2026-04-17
2025-12-31	$689	34	+9.7%	Shares	Sole	2026-02-24
2025-06-30	$651	31	0.0%	Shares	Sole	2025-08-11
2025-03-31	$658	31	0.0%	Shares	Sole	2025-05-16
2024-12-31	$726	31	0.0%	Shares	Sole	2025-02-07
2024-09-30	$719	31	-47.5%	Shares	Sole	2024-11-13
2024-06-30	$1,148	59	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,156	59	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,257	59	-53.2%	Shares	Sole	2024-02-14
2023-09-30	$2,216	126	+32.6%	Shares	Sole	2023-11-08
2023-06-30	$1,873	95	-18.1%	Shares	Sole	2023-08-09
2023-03-31	$2,265	116	0.0%	Shares	Sole	2023-05-10
2022-12-31	$2,456	116	+50.6%	Shares	Sole	2023-02-09
2022-09-30	$1,417	77	-47.3%	Shares	Sole	2022-11-09
2022-06-30	$2,886	146	+508.3%	Shares	Sole	2022-08-12
2021-12-31	$591	24	0.0%	Shares	Sole	2022-02-14
2021-09-30	$498	24	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.