Corient Private Wealth LLC

Position in KIM — Kimco Realty Corp

CIK 1948780 MIAMI, FL

Position in KIM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,288,160

+$379,901 QoQ

Shares Held

50,815

+25.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#302

of 685 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 13% Shared 12% None 74%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $87,602,799 across 20 REIT - Retail names. KIM ranks #15 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	92,273	$20,636,855
2	NNN	Nnn REIT, Inc.	404,373	$18,815,475
3	O	Realty Income Corp	1,367,935	$12,093,520
4	REG	Regency Centers Corp	82,760	$6,599,282
5	PECO	Phillips Edison & Company, Inc.	80,531	$3,351,700
6	GTY	Getty Realty Corp /Md/	93,482	$3,118,559
7	FRT	Federal Realty Investment Trust	25,007	$3,086,864
8	NTST	NETSTREIT Corp.	127,242	$2,688,623

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,288,160	50,815	+25.7%	Shares	Sole	2026-08-17
2026-03-31	$908,259	40,421	-6.2%	Shares	Sole	2026-05-15
2025-12-31	$873,880	43,112	+5.6%	Shares	Sole	2026-03-09
2025-09-30	$891,698	40,810	+17.0%	Shares	Sole	2025-11-14
2025-03-31	$740,871	34,881	-63.7%	Shares	Defined	2025-05-14
2024-12-31	$2,250,029	96,032	-21.7%	Shares	Defined	2025-02-10
2024-09-30	$2,848,304	122,666	+27.2%	Shares	Sole	2024-11-12
2024-06-30	$1,876,196	96,413	+7.5%	Shares	Sole	2024-08-13
2024-03-31	$1,758,546	89,676	+14.9%	Shares	Sole	2024-05-09
2023-12-31	$1,662,563	78,018	+6.8%	Shares	Sole	2024-02-09
2023-09-30	$1,284,668	73,034	+48.1%	Shares	Sole	2023-11-03
2023-06-30	$972,274	49,304	-30.7%	Shares	Sole	2023-08-10
2023-03-31	$1,389,383	71,141	+51.3%	Shares	Sole	2023-05-15
2022-12-31	$995,820	47,017	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.