BEACON INVESTMENT ADVISORS LLC

Position in KIM — Kimco Realty Corp

CIK 1961635 Gaithersburg, MD

Position in KIM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$486,720

+$57,319 QoQ

Shares Held

19,200

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#410

of 685 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $3,018,179 across 4 REIT - Retail names. KIM ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFS	Saul Centers, Inc.	32,093	$1,199,957
2	SPG	Simon Property Group Inc.	3,976	$889,232
3	KIM	Kimco Realty Corp This page	19,200	$486,720
4	O	Realty Income Corp	7,138	$442,270

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,720	19,200	+0.5%	Shares	Sole	2026-08-13
2026-03-31	$429,401	19,110	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$404,467	19,954	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$444,560	20,346	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$447,747	21,301	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$450,351	21,203	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$494,513	21,106	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$488,154	21,023	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$407,531	20,942	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$416,830	21,256	+6.2%	Shares	Sole	2024-05-13
2023-12-31	$426,455	20,012	+0.5%	Shares	Sole	2024-02-13
2023-09-30	$350,287	19,914	-5.1%	Shares	Sole	2023-11-07
2023-06-30	$413,903	20,989	-1.9%	Shares	Sole	2023-08-03
2023-03-31	$417,805	21,393	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$454,438	21,456	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.