Position in KIM
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,932
+$385 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026Abound Wealth Management holds $110,458 across 7 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
|
2,751 | $78,073 | |
| 2 | SPG |
Simon Property Group Inc.
|
84 | $18,786 | |
| 3 | O |
Realty Income Corp
|
203 | $12,577 | |
| 4 | SKT |
Tanger Inc.
|
8 | $315 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
10 | $298 | |
| 6 | CURB |
Curbline Properties Corp.
|
8 | $243 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
5 | $166 |
All Filings in KIM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,932 | 175 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,547 | 175 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,823 | 175 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,678 | 175 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,717 | 175 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,100 | 175 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,063 | 175 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,405 | 175 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,902 | 199 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $4,240 | 199 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $3,078 | 175 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,884 | 197 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $3,417 | 175 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,706 | 175 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $4,970 | 270 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||