Pathstone Holdings, LLC

Position in KIM — Kimco Realty Corp

CIK 2011612 ENGLEWOOD, NJ

Position in KIM

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

Position Value

$3,053,863

+$431,998 QoQ

Shares Held

120,468

+3.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#223

of 685 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 58% Shared 1% None 41%

Real Estate · as of Jun 30, 2026

Pathstone Holdings, LLC holds $32,558,229 across 15 REIT - Retail names. KIM ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	45,942	$10,274,927
2	O	Realty Income Corp	93,039	$5,764,695
3	KIM	Kimco Realty Corp This page	120,468	$3,053,863
4	ADC	Agree Realty Corp	33,831	$2,562,359
5	BRX	Brixmor Property Group Inc.	58,252	$1,836,684
6	NNN	Nnn REIT, Inc.	34,973	$1,627,293
7	REG	Regency Centers Corp	18,840	$1,502,300
8	FRT	Federal Realty Investment Trust	9,354	$1,154,656

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,053,863	120,468	+3.2%	Shares	Defined	2026-08-13
2026-03-31	$2,621,865	116,683	-1.9%	Shares	Other	2026-05-11
2025-12-31	$2,410,324	118,911	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$2,530,862	115,829	+18.7%	Shares	Other	2025-11-13
2025-06-30	$2,051,193	97,583	+2.6%	Shares	Other	2025-08-12
2025-03-31	$2,020,071	95,107	+1.9%	Shares	Defined	2025-05-15
2024-12-31	$2,187,237	93,352	-1.7%	Shares	Defined	2025-02-14
2024-09-30	$2,204,412	94,936	-0.9%	Shares	Sole	2024-11-07
2024-06-30	$1,864,306	95,802	+12.9%	Shares	Sole	2024-08-14
2024-03-31	$1,664,613	84,886	+9.3%	Shares	Defined	2024-05-13
2023-12-31	$1,655,018	77,664	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.