Position in KIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$219,404
-$33,405 QoQ
Shares Held
8,655
-23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#496
of 685 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,459,519 across 3 REIT - Retail names. KIM ranks #3 (1.5% of the industry book) .
All Filings in KIM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,404 | 8,655 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $252,809 | 11,251 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $220,395 | 10,873 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $205,717 | 9,415 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $586,135 | 30,120 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $585,280 | 29,846 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||