Position in KIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,830,875
+$1,276,349 QoQ
Shares Held
348,358
+3.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#7
of 148 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Vert Asset Management LLC holds $64,905,205 across 9 REIT - Retail names. KIM ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
129,706 | $29,008,746 | |
| 2 | KIM |
Kimco Realty Corp
This page
|
348,358 | $8,830,875 | |
| 3 | REG |
Regency Centers Corp
|
87,809 | $7,001,889 | |
| 4 | FRT |
Federal Realty Investment Trust
|
40,678 | $5,021,292 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
149,855 | $4,724,928 | |
| 6 | MAC |
Macerich Co
|
136,262 | $3,432,439 | |
| 7 | KRG |
Kite Realty Group Trust
|
101,386 | $2,877,334 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
63,606 | $2,647,281 |
All Filings in KIM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,830,875 | 348,358 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $7,554,526 | 336,205 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $6,815,909 | 336,256 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $6,701,482 | 306,704 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $6,301,669 | 299,794 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,707,018 | 315,773 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $6,977,618 | 297,807 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $6,310,963 | 271,790 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $5,249,062 | 269,736 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $5,107,914 | 260,475 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $5,123,946 | 240,448 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $4,442,688 | 252,569 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $4,789,810 | 242,891 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $4,284,374 | 219,374 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,023,127 | 142,735 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,425,922 | 131,772 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,420,203 | 122,418 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,756,149 | 111,585 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,376,826 | 96,423 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||