Position in KIM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$777,357
+$96,449 QoQ
Shares Held
30,665
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#353
of 685 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Gratus Wealth Advisors, LLC holds $777,357 across 1 REIT - Retail name. KIM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
30,665 | $777,357 |
All Filings in KIM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,357 | 30,665 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $680,908 | 30,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $560,080 | 27,631 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $588,486 | 26,933 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $545,111 | 25,933 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||