Position in KIM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,247,371
+$176,137 QoQ
Shares Held
49,206
+3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#304
of 685 holders
Holding Since
Jun 2024
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, 2026Concurrent Investment Advisors, LLC holds $12,076,275 across 7 REIT - Retail names. KIM ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
31,582 | $7,063,313 | |
| 2 | O |
Realty Income Corp
|
45,169 | $2,798,670 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
49,206 | $1,247,371 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
12,539 | $307,831 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,926 | $237,745 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
6,006 | $212,612 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,486 | $208,733 |
All Filings in KIM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,371 | 49,206 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,071,234 | 47,674 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $863,380 | 42,594 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $910,467 | 41,669 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $872,813 | 41,523 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $861,473 | 40,559 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $652,736 | 27,859 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $662,373 | 28,526 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $590,922 | 30,366 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||