Position in KIM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,825
+$1,196 QoQ
Shares Held
72
+157.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#652
of 685 holders
Holding Since
Jun 2025
5 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. KIM ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in KIM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,825 | 72 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $629 | 28 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,297 | 212 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,632 | 212 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $126 | 6 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||