Position in KIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,099,759
+$128,808 QoQ
Shares Held
43,383
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#317
of 685 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $3,750,643 across 6 REIT - Retail names. KIM ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
43,383 | $1,099,759 | |
| 2 | O |
Realty Income Corp
|
16,850 | $1,044,026 | |
| 3 | CURB |
Curbline Properties Corp.
|
21,817 | $663,236 | |
| 4 | SPG |
Simon Property Group Inc.
|
1,818 | $406,595 | |
| 5 | REG |
Regency Centers Corp
|
3,460 | $275,900 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,748 | $261,127 |
All Filings in KIM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,759 | 43,383 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $970,951 | 43,211 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $2,121,387 | 99,877 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,456,588 | 104,848 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,729,696 | 117,558 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,318,542 | 119,144 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,109,388 | 107,567 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,344,483 | 110,018 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,004,661 | 113,966 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||