Position in KIM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,951
+$1,244 QoQ
Shares Held
432
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#601
of 685 holders
Holding Since
Dec 2022
8 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, 2026Beaird Harris Wealth Management, LLC holds $21,073 across 2 REIT - Retail names. KIM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
432 | $10,951 | |
| 2 | FRT |
Federal Realty Investment Trust
|
82 | $10,122 |
All Filings in KIM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,951 | 432 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,707 | 432 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,756 | 432 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $13,197 | 604 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,696 | 604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,501 | 824 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,306 | 824 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $4,108 | 194 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||