Position in KIM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,222
New position
Shares Held
206
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
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, 2026Peterson Wealth Services holds $2,325,809 across 2 REIT - Retail names. KIM ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
37,453 | $2,320,587 | |
| 2 | KIM |
Kimco Realty Corp
This page
|
206 | $5,222 |
All Filings in KIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,222 | 206 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||